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 | $83,039 | $48,046+72.8% | $84,611-1.9% | $72,985+13.8% |
| Participation rate | 89.7% | 57.6%+32.1pp | 68.2%+21.4pp | 69.5%+20.2pp |
| Annual return | 18.94% | 37.38%-18.4pp | 258.74%-239.8pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,783 | $1,602+11.3% | $2,652-32.8% | $2,440-26.9% |
| Participant deferral / active EE | $3,634 | $2,680+35.6% | $3,899-6.8% | $3,607+0.7% |
| Admin fee / account holder | $2,199 | $3,395-35.2% | $4,912-55.2% | $5,124-57.1% |