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 | $98,828 | $70,428+40.3% | $96,562+2.3% | $85,850+15.1% |
| Participation rate | 84.1% | 61.8%+22.3pp | 69.8%+14.2pp | 69.3%+14.7pp |
| Annual return | 15.32% | 18.59%-3.3pp | 37.78%-22.5pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,087 | $1,413-23.1% | $2,356-53.9% | $2,565-57.6% |
| Participant deferral / active EE | $2,934 | $2,894+1.4% | $3,849-23.8% | $3,952-25.8% |
| Admin fee / account holder | $8,186 | $4,997+63.8% | $6,181+32.4% | $6,260+30.8% |