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 | $97,777 | $71,050+37.6% | $93,606+4.5% | $80,856+20.9% |
| Participation rate | 79.3% | 60.4%+18.9pp | 68.7%+10.6pp | 67.6%+11.7pp |
| Annual return | 17.49% | 11.26%+6.2pp | 133.20%-115.7pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,113 | $1,564+35.1% | $2,420-12.7% | $2,755-23.3% |
| Participant deferral / active EE | $3,771 | $4,034-6.5% | $4,411-14.5% | $4,296-12.2% |
| Admin fee / account holder | $3,283 | $6,945-52.7% | $8,285-60.4% | $6,918-52.5% |