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 | $94,538 | $65,409+44.5% | $98,442-4.0% | $85,850+10.1% |
| Participation rate | 72.1% | 65.0%+7.1pp | 73.3%-1.2pp | 69.3%+2.8pp |
| Annual return | 24.15% | 21.76%+2.4pp | 1492.73%-1468.6pp | 318.53%-294.4pp |
| Employer contribution / active EE | $947 | $2,168-56.3% | $2,960-68.0% | $2,565-63.1% |
| Participant deferral / active EE | $2,032 | $3,166-35.8% | $4,276-52.5% | $3,952-48.6% |
| Admin fee / account holder | $20,176 | $4,593+339.3% | $5,949+239.1% | $6,260+222.3% |