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 | $95,295 | $63,346+50.4% | $92,233+3.3% | $70,131+35.9% |
| Participation rate | 77.8% | 68.7%+9.1pp | 76.5%+1.3pp | 69.5%+8.2pp |
| Annual return | 18.20% | 530.12%-511.9pp | 176.28%-158.1pp | 73.14%-54.9pp |
| Employer contribution / active EE | $1,948 | $2,471-21.2% | $3,679-47.1% | $2,342-16.8% |
| Participant deferral / active EE | $4,587 | $2,854+60.7% | $3,897+17.7% | $3,332+37.7% |
| Admin fee / account holder | $2,714 | $3,840-29.3% | $5,194-47.8% | $4,645-41.6% |