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 | $90,979 | $57,354+58.6% | $83,848+8.5% | $64,186+41.7% |
| Participation rate | 93.6% | 68.6%+25.0pp | 76.1%+17.5pp | 69.6%+24.0pp |
| Annual return | 16.84% | 11.38%+5.5pp | 850.88%-834.0pp | 7.63%+9.2pp |
| Employer contribution / active EE | $1,484 | $2,545-41.7% | $3,631-59.1% | $2,381-37.7% |
| Participant deferral / active EE | $4,448 | $2,993+48.6% | $4,082+9.0% | $3,470+28.2% |
| Admin fee / account holder | $1,262 | $4,046-68.8% | $5,478-77.0% | $4,888-74.2% |