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 | $95,634 | $57,016+67.7% | $84,966+12.6% | $80,856+18.3% |
| Participation rate | 78.1% | 56.3%+21.8pp | 67.5%+10.6pp | 67.6%+10.5pp |
| Annual return | 15.15% | 21.66%-6.5pp | 66.38%-51.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,048 | $1,798+13.9% | $2,727-24.9% | $2,755-25.7% |
| Participant deferral / active EE | $3,713 | $3,110+19.4% | $4,519-17.8% | $4,296-13.6% |
| Admin fee / account holder | $2,283 | $4,980-54.2% | $6,149-62.9% | $6,918-67.0% |