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 | $97,958 | $65,041+50.6% | $90,951+7.7% | $79,858+22.7% |
| Participation rate | 79.4% | 61.6%+17.8pp | 69.0%+10.4pp | 69.6%+9.8pp |
| Annual return | 15.61% | 30.45%-14.8pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,539 | $1,247+23.4% | $2,122-27.5% | $2,471-37.7% |
| Participant deferral / active EE | $3,152 | $2,512+25.5% | $3,373-6.5% | $3,740-15.7% |
| Admin fee / account holder | $1,748 | $4,536-61.5% | $5,959-70.7% | $5,306-67.1% |