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 | $86,420 | $54,705+58.0% | $71,209+21.4% | $84,808+1.9% |
| Participation rate | 76.9% | 64.1%+12.9pp | 73.8%+3.2pp | 68.3%+8.6pp |
| Annual return | 15.58% | 35.90%-20.3pp | 282.51%-266.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,398 | $2,158-35.2% | $2,721-48.6% | $2,631-46.9% |
| Participant deferral / active EE | $3,715 | $3,030+22.6% | $4,175-11.0% | $4,212-11.8% |
| Admin fee / account holder | $3,049 | $4,863-37.3% | $5,349-43.0% | $7,344-58.5% |