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 | $88,506 | $70,428+25.7% | $96,562-8.3% | $85,850+3.1% |
| Participation rate | 73.6% | 61.8%+11.8pp | 69.8%+3.8pp | 69.3%+4.3pp |
| Annual return | 16.75% | 18.59%-1.8pp | 37.78%-21.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $2,153 | $1,413+52.4% | $2,356-8.6% | $2,565-16.1% |
| Participant deferral / active EE | $5,158 | $2,894+78.3% | $3,849+34.0% | $3,952+30.5% |
| Admin fee / account holder | $12,790 | $4,997+156.0% | $6,181+106.9% | $6,260+104.3% |