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 | $76,006 | $58,828+29.2% | $77,999-2.6% | $62,891+20.9% |
| Participation rate | 91.1% | 71.1%+20.0pp | 75.5%+15.5pp | 69.3%+21.8pp |
| Annual return | 7.55% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,896 | $1,672+13.4% | $2,470-23.2% | $2,281-16.9% |
| Participant deferral / active EE | $5,341 | $2,686+98.9% | $3,497+52.7% | $3,203+66.7% |
| Admin fee / account holder | $3,403 | $4,393-22.5% | $5,480-37.9% | $4,296-20.8% |