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 | $108,468 | $51,175+112.0% | $70,515+53.8% | $75,163+44.3% |
| Participation rate | 75.8% | 60.9%+14.8pp | 68.3%+7.4pp | 67.2%+8.6pp |
| Annual return | 15.40% | 30.02%-14.6pp | 32.77%-17.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $819 | $1,826-55.2% | $2,973-72.5% | $2,670-69.3% |
| Participant deferral / active EE | $2,457 | $2,849-13.8% | $4,567-46.2% | $4,125-40.4% |
| Admin fee / account holder | $3,832 | $4,091-6.3% | $6,412-40.2% | $5,651-32.2% |