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 | $89,543 | $53,127+68.5% | $86,590+3.4% | $70,131+27.7% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 14.26% | 27.66%-13.4pp | 964.84%-950.6pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,097 | $2,068+1.4% | $2,839-26.1% | $2,342-10.5% |
| Participant deferral / active EE | $4,632 | $2,696+71.8% | $3,609+28.4% | $3,332+39.0% |
| Admin fee / account holder | $7,666 | $3,585+113.8% | $4,906+56.3% | $4,645+65.0% |