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 | $86,739 | $59,101+46.8% | $77,163+12.4% | $75,163+15.4% |
| Participation rate | 96.0% | 63.9%+32.1pp | 69.6%+26.4pp | 67.2%+28.8pp |
| Annual return | 18.59% | 26.71%-8.1pp | 37.87%-19.3pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,359 | $1,995-31.9% | $2,535-46.4% | $2,670-49.1% |
| Participant deferral / active EE | $6,100 | $2,999+103.4% | $3,833+59.1% | $4,125+47.9% |
| Admin fee / account holder | $1,128 | $4,774-76.4% | $5,472-79.4% | $5,651-80.0% |