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 | $86,928 | $71,050+22.3% | $93,606-7.1% | $80,856+7.5% |
| Participation rate | 77.3% | 60.4%+16.9pp | 68.7%+8.6pp | 67.6%+9.6pp |
| Annual return | 16.57% | 11.26%+5.3pp | 133.20%-116.6pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,209 | $1,564-22.7% | $2,420-50.0% | $2,755-56.1% |
| Participant deferral / active EE | $3,161 | $4,034-21.6% | $4,411-28.4% | $4,296-26.4% |
| Admin fee / account holder | $10,165 | $6,945+46.4% | $8,285+22.7% | $6,918+46.9% |