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 | $100,043 | $51,175+95.5% | $70,515+41.9% | $75,163+33.1% |
| Participation rate | 72.7% | 60.9%+11.8pp | 68.3%+4.4pp | 67.2%+5.5pp |
| Annual return | 18.38% | 30.02%-11.6pp | 32.77%-14.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $3,469 | $1,826+90.0% | $2,973+16.7% | $2,670+29.9% |
| Participant deferral / active EE | $4,782 | $2,849+67.8% | $4,567+4.7% | $4,125+15.9% |
| Admin fee / account holder | $6,142 | $4,091+50.1% | $6,412-4.2% | $5,651+8.7% |