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 | $95,725 | $65,041+47.2% | $90,951+5.2% | $79,858+19.9% |
| Participation rate | 86.2% | 61.6%+24.6pp | 69.0%+17.2pp | 69.6%+16.6pp |
| Annual return | 15.59% | 30.45%-14.9pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,724 | $1,247+38.2% | $2,122-18.7% | $2,471-30.2% |
| Participant deferral / active EE | $2,581 | $2,512+2.7% | $3,373-23.5% | $3,740-31.0% |
| Admin fee / account holder | $8,601 | $4,536+89.6% | $5,959+44.3% | $5,306+62.1% |