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 | $88,207 | $77,899+13.2% | $149,673-41.1% | $75,163+17.4% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 15.39% | 31.72%-16.3pp | 134.42%-119.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,707 | $3,137-45.6% | $4,818-64.6% | $2,670-36.1% |
| Participant deferral / active EE | $6,073 | $3,411+78.0% | $5,680+6.9% | $4,125+47.2% |
| Admin fee / account holder | $29,229 | $5,956+390.7% | $13,210+121.3% | $5,651+417.2% |