See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,082 | $58,828+93.9% | $77,999+46.3% | $62,891+81.4% |
| Participation rate | 84.6% | 71.1%+13.6pp | 75.5%+9.1pp | 69.3%+15.3pp |
| Annual return | 9.08% | 17.16%-8.1pp | 425.96%-416.9pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,141 | $1,672-31.8% | $2,470-53.8% | $2,281-50.0% |
| Participant deferral / active EE | $2,940 | $2,686+9.5% | $3,497-15.9% | $3,203-8.2% |
| Admin fee / account holder | $1,310 | $4,393-70.2% | $5,480-76.1% | $4,296-69.5% |