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 | $87,762 | $51,175+71.5% | $70,515+24.5% | $75,163+16.8% |
| Participation rate | 82.1% | 60.9%+21.2pp | 68.3%+13.8pp | 67.2%+15.0pp |
| Annual return | 19.51% | 30.02%-10.5pp | 32.77%-13.3pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,459 | $1,826+34.7% | $2,973-17.3% | $2,670-7.9% |
| Participant deferral / active EE | $5,159 | $2,849+81.1% | $4,567+13.0% | $4,125+25.1% |
| Admin fee / account holder | $4,506 | $4,091+10.2% | $6,412-29.7% | $5,651-20.3% |