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 | $88,816 | $71,050+25.0% | $93,606-5.1% | $80,856+9.8% |
| Participation rate | 77.8% | 60.4%+17.4pp | 68.7%+9.1pp | 67.6%+10.1pp |
| Annual return | 18.41% | 11.26%+7.2pp | 133.20%-114.8pp | 35.59%-17.2pp |
| Employer contribution / active EE | $1,136 | $1,564-27.4% | $2,420-53.1% | $2,755-58.8% |
| Participant deferral / active EE | $3,181 | $4,034-21.1% | $4,411-27.9% | $4,296-26.0% |
| Admin fee / account holder | $16,479 | $6,945+137.3% | $8,285+98.9% | $6,918+138.2% |