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 | $91,743 | $78,926+16.2% | $136,749-32.9% | $84,808+8.2% |
| Participation rate | 96.0% | 62.2%+33.8pp | 72.1%+23.9pp | 68.3%+27.7pp |
| Annual return | 14.48% | 18.17%-3.7pp | 24.33%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,369 | $2,134-35.9% | $3,400-59.7% | $2,631-48.0% |
| Participant deferral / active EE | $3,048 | $3,168-3.8% | $4,692-35.0% | $4,212-27.6% |
| Admin fee / account holder | $25,101 | $6,369+294.1% | $11,386+120.5% | $7,344+241.8% |