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 | $102,319 | $65,041+57.3% | $90,951+12.5% | $79,858+28.1% |
| Participation rate | 70.0% | 61.6%+8.4pp | 69.0%+1.0pp | 69.6%+0.4pp |
| Annual return | 16.03% | 30.45%-14.4pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $865 | $1,247-30.6% | $2,122-59.2% | $2,471-65.0% |
| Participant deferral / active EE | $2,955 | $2,512+17.6% | $3,373-12.4% | $3,740-21.0% |
| Admin fee / account holder | $6,766 | $4,536+49.2% | $5,959+13.5% | $5,306+27.5% |