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 | $94,486 | $78,422+20.5% | $95,952-1.5% | $79,858+18.3% |
| Participation rate | 76.6% | 73.5%+3.1pp | 77.1%-0.5pp | 69.6%+7.0pp |
| Annual return | 16.08% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $5,292 | $1,945+172.1% | $2,541+108.3% | $2,471+114.2% |
| Participant deferral / active EE | $3,823 | $3,440+11.1% | $4,167-8.3% | $3,740+2.2% |
| Admin fee / account holder | $3,541 | $5,622-37.0% | $6,795-47.9% | $5,306-33.3% |