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 | $109,972 | $65,041+69.1% | $90,951+20.9% | $79,858+37.7% |
| Participation rate | 76.5% | 61.6%+14.9pp | 69.0%+7.5pp | 69.6%+6.8pp |
| Annual return | 10.46% | 30.45%-20.0pp | 134.60%-124.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $686 | $1,247-45.0% | $2,122-67.7% | $2,471-72.2% |
| Participant deferral / active EE | $1,516 | $2,512-39.6% | $3,373-55.0% | $3,740-59.5% |
| Admin fee / account holder | $22,083 | $4,536+386.8% | $5,959+270.6% | $5,306+316.2% |