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 | $96,390 | $83,477+15.5% | $125,175-23.0% | $72,985+32.1% |
| Participation rate | 80.4% | 73.3%+7.0pp | 79.8%+0.6pp | 69.5%+10.9pp |
| Annual return | 23.30% | 25.78%-2.5pp | 43.79%-20.5pp | 81.00%-57.7pp |
| Employer contribution / active EE | $2,071 | $2,345-11.7% | $3,865-46.4% | $2,440-15.1% |
| Participant deferral / active EE | $9,674 | $3,585+169.8% | $4,937+96.0% | $3,607+168.2% |
| Admin fee / account holder | $18,689 | $5,517+238.7% | $9,702+92.6% | $5,124+264.7% |