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 | $95,469 | $79,449+20.2% | $189,557-49.6% | $85,850+11.2% |
| Participation rate | 76.9% | 66.0%+10.9pp | 78.4%-1.5pp | 69.3%+7.6pp |
| Annual return | 14.32% | 18.45%-4.1pp | 64.17%-49.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $2,322 | $2,081+11.6% | $4,412-47.4% | $2,565-9.5% |
| Participant deferral / active EE | $5,079 | $4,051+25.4% | $6,174-17.7% | $3,952+28.5% |
| Admin fee / account holder | $24,191 | $5,377+349.9% | $9,807+146.7% | $6,260+286.4% |