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 | $93,159 | $45,035+106.9% | $62,995+47.9% | $70,131+32.8% |
| Participation rate | 78.9% | 69.5%+9.4pp | 74.8%+4.1pp | 69.5%+9.4pp |
| Annual return | 14.88% | 18.76%-3.9pp | 87.57%-72.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $807 | $2,051-60.7% | $2,759-70.8% | $2,342-65.6% |
| Participant deferral / active EE | $5,205 | $2,465+111.2% | $3,329+56.3% | $3,332+56.2% |
| Admin fee / account holder | $2,109 | $2,834-25.6% | $3,600-41.4% | $4,645-54.6% |