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 | $91,274 | $54,705+66.8% | $71,209+28.2% | $84,808+7.6% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.8%+9.6pp | 68.3%+15.0pp |
| Annual return | 14.36% | 35.90%-21.5pp | 282.51%-268.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $3,672 | $2,158+70.2% | $2,721+35.0% | $2,631+39.6% |
| Participant deferral / active EE | $7,241 | $3,030+138.9% | $4,175+73.4% | $4,212+71.9% |
| Admin fee / account holder | $8,412 | $4,863+73.0% | $5,349+57.3% | $7,344+14.5% |