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 | $93,686 | $76,552+22.4% | $123,892-24.4% | $62,891+49.0% |
| Participation rate | 87.1% | 73.0%+14.2pp | 81.4%+5.7pp | 69.3%+17.8pp |
| Annual return | 8.35% | 18.68%-10.3pp | 47.52%-39.2pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,143 | $2,883-25.7% | $4,617-53.6% | $2,281-6.1% |
| Participant deferral / active EE | $7,382 | $4,840+52.5% | $5,984+23.4% | $3,203+130.5% |
| Admin fee / account holder | $21,551 | $4,826+346.6% | $8,357+157.9% | $4,296+401.7% |