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 | $86,248 | $54,541+58.1% | $78,778+9.5% | $70,131+23.0% |
| Participation rate | 73.9% | 60.8%+13.1pp | 69.2%+4.7pp | 69.5%+4.4pp |
| Annual return | 13.37% | 21.07%-7.7pp | 35.62%-22.3pp | 73.14%-59.8pp |
| Employer contribution / active EE | $1,102 | $1,089+1.2% | $1,986-44.5% | $2,342-53.0% |
| Participant deferral / active EE | $2,736 | $2,210+23.8% | $2,958-7.5% | $3,332-17.9% |
| Admin fee / account holder | $15,408 | $3,709+315.5% | $5,134+200.1% | $4,645+231.7% |