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 | $103,754 | $53,127+95.3% | $86,590+19.8% | $70,131+47.9% |
| Participation rate | 84.2% | 65.3%+18.9pp | 73.5%+10.7pp | 69.5%+14.7pp |
| Annual return | 16.85% | 27.66%-10.8pp | 964.84%-948.0pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,213 | $2,068+7.0% | $2,839-22.1% | $2,342-5.5% |
| Participant deferral / active EE | $3,797 | $2,696+40.8% | $3,609+5.2% | $3,332+14.0% |
| Admin fee / account holder | $1,916 | $3,585-46.5% | $4,906-60.9% | $4,645-58.7% |