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 | $101,337 | $65,041+55.8% | $90,951+11.4% | $79,858+26.9% |
| Participation rate | 77.4% | 61.6%+15.8pp | 69.0%+8.3pp | 69.6%+7.7pp |
| Annual return | 17.51% | 30.45%-12.9pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,628 | $1,247+30.6% | $2,122-23.3% | $2,471-34.1% |
| Participant deferral / active EE | $4,307 | $2,512+71.4% | $3,373+27.7% | $3,740+15.1% |
| Admin fee / account holder | $1,363 | $4,536-69.9% | $5,959-77.1% | $5,306-74.3% |