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 | $112,870 | $78,422+43.9% | $95,952+17.6% | $79,858+41.3% |
| Participation rate | 88.4% | 73.5%+14.9pp | 77.1%+11.3pp | 69.6%+18.7pp |
| Annual return | 12.43% | 19.37%-6.9pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $2,087 | $1,945+7.3% | $2,541-17.9% | $2,471-15.5% |
| Participant deferral / active EE | $3,567 | $3,440+3.7% | $4,167-14.4% | $3,740-4.6% |
| Admin fee / account holder | $11,391 | $5,622+102.6% | $6,795+67.6% | $5,306+114.7% |