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 | $98,501 | $67,411+46.1% | $91,001+8.2% | $70,131+40.5% |
| Participation rate | 71.9% | 71.4%+0.5pp | 75.6%-3.7pp | 69.5%+2.4pp |
| Annual return | 16.04% | -40.16%+56.2pp | 4.60%+11.4pp | 73.14%-57.1pp |
| Employer contribution / active EE | $4,494 | $1,786+151.7% | $2,456+83.0% | $2,342+91.9% |
| Participant deferral / active EE | $3,386 | $2,823+20.0% | $3,547-4.5% | $3,332+1.6% |
| Admin fee / account holder | $5,802 | $4,236+37.0% | $5,417+7.1% | $4,645+24.9% |