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 | $99,836 | $62,573+59.6% | $85,682+16.5% | $85,850+16.3% |
| Participation rate | 80.6% | 61.1%+19.5pp | 69.9%+10.7pp | 69.3%+11.3pp |
| Annual return | 19.12% | 23.77%-4.7pp | 21.49%-2.4pp | 318.53%-299.4pp |
| Employer contribution / active EE | $2,539 | $1,757+44.5% | $2,618-3.0% | $2,565-1.0% |
| Participant deferral / active EE | $9,736 | $2,802+247.4% | $3,923+148.2% | $3,952+146.4% |
| Admin fee / account holder | $4,330 | $4,640-6.7% | $6,873-37.0% | $6,260-30.8% |