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 | $99,784 | $81,208+22.9% | $98,907+0.9% | $79,858+25.0% |
| Participation rate | 73.6% | 72.5%+1.1pp | 76.0%-2.4pp | 69.6%+4.0pp |
| Annual return | 16.05% | 60.99%-44.9pp | 196.43%-180.4pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,738 | $1,960-11.3% | $2,689-35.4% | $2,471-29.6% |
| Participant deferral / active EE | $4,648 | $3,265+42.4% | $4,244+9.5% | $3,740+24.3% |
| Admin fee / account holder | $16,149 | $6,013+168.6% | $6,642+143.2% | $5,306+204.3% |