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 | $97,027 | $64,324+50.8% | $118,925-18.4% | $79,858+21.5% |
| Participation rate | 72.3% | 64.9%+7.5pp | 75.4%-3.0pp | 69.6%+2.7pp |
| Annual return | 17.15% | 86.45%-69.3pp | 35.88%-18.7pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,209 | $1,836-34.1% | $3,263-62.9% | $2,471-51.1% |
| Participant deferral / active EE | $3,201 | $2,824+13.4% | $4,265-24.9% | $3,740-14.4% |
| Admin fee / account holder | $8,129 | $4,040+101.2% | $6,581+23.5% | $5,306+53.2% |