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 | $94,093 | $68,719+36.9% | $91,541+2.8% | $84,808+10.9% |
| Participation rate | 81.4% | 64.5%+16.9pp | 69.8%+11.7pp | 68.3%+13.1pp |
| Annual return | 15.77% | 19.12%-3.4pp | 20.50%-4.7pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,623 | $1,920-15.5% | $2,505-35.2% | $2,631-38.3% |
| Participant deferral / active EE | $3,409 | $3,136+8.7% | $4,008-14.9% | $4,212-19.1% |
| Admin fee / account holder | $12,691 | $5,786+119.3% | $6,956+82.4% | $7,344+72.8% |