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 | $88,846 | $57,541+54.4% | $95,745-7.2% | $75,163+18.2% |
| Participation rate | 83.9% | 62.5%+21.4pp | 72.3%+11.6pp | 67.2%+16.7pp |
| Annual return | 15.81% | 34.93%-19.1pp | 28.35%-12.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,079 | $1,808+15.0% | $2,835-26.7% | $2,670-22.1% |
| Participant deferral / active EE | $2,325 | $3,074-24.4% | $4,245-45.2% | $4,125-43.6% |
| Admin fee / account holder | $16,891 | $4,099+312.1% | $5,678+197.5% | $5,651+198.9% |