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 | $89,479 | $58,828+52.1% | $77,999+14.7% | $62,891+42.3% |
| Participation rate | 96.2% | 71.1%+25.1pp | 75.5%+20.6pp | 69.3%+26.8pp |
| Annual return | 14.96% | 17.16%-2.2pp | 425.96%-411.0pp | 20.14%-5.2pp |
| Employer contribution / active EE | $3,189 | $1,672+90.8% | $2,470+29.1% | $2,281+39.8% |
| Participant deferral / active EE | $4,812 | $2,686+79.2% | $3,497+37.6% | $3,203+50.2% |
| Admin fee / account holder | $2,981 | $4,393-32.2% | $5,480-45.6% | $4,296-30.6% |