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 | $95,349 | $54,705+74.3% | $71,209+33.9% | $84,808+12.4% |
| Participation rate | 80.3% | 64.1%+16.3pp | 73.8%+6.6pp | 68.3%+12.0pp |
| Annual return | 16.80% | 35.90%-19.1pp | 282.51%-265.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $3,042 | $2,158+41.0% | $2,721+11.8% | $2,631+15.6% |
| Participant deferral / active EE | $5,189 | $3,030+71.2% | $4,175+24.3% | $4,212+23.2% |
| Admin fee / account holder | $3,138 | $4,863-35.5% | $5,349-41.3% | $7,344-57.3% |