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 | $86,351 | $71,050+21.5% | $93,606-7.8% | $80,856+6.8% |
| Participation rate | 92.3% | 60.4%+31.9pp | 68.7%+23.6pp | 67.6%+24.7pp |
| Annual return | 22.74% | 11.26%+11.5pp | 133.20%-110.5pp | 35.59%-12.9pp |
| Employer contribution / active EE | $2,666 | $1,564+70.5% | $2,420+10.2% | $2,755-3.2% |
| Participant deferral / active EE | $5,152 | $4,034+27.7% | $4,411+16.8% | $4,296+19.9% |
| Admin fee / account holder | $3,656 | $6,945-47.4% | $8,285-55.9% | $6,918-47.1% |