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 | $94,221 | $81,208+16.0% | $98,907-4.7% | $79,858+18.0% |
| Participation rate | 92.0% | 72.5%+19.5pp | 76.0%+16.0pp | 69.6%+22.4pp |
| Annual return | 12.30% | 60.99%-48.7pp | 196.43%-184.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,962 | $1,960+0.1% | $2,689-27.1% | $2,471-20.6% |
| Participant deferral / active EE | $4,903 | $3,265+50.2% | $4,244+15.5% | $3,740+31.1% |
| Admin fee / account holder | $1,746 | $6,013-71.0% | $6,642-73.7% | $5,306-67.1% |