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 | $92,591 | $78,422+18.1% | $95,952-3.5% | $79,858+15.9% |
| Participation rate | 87.8% | 73.5%+14.3pp | 77.1%+10.7pp | 69.6%+18.2pp |
| Annual return | 12.29% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $4,422 | $1,945+127.4% | $2,541+74.0% | $2,471+79.0% |
| Participant deferral / active EE | $7,244 | $3,440+110.6% | $4,167+73.8% | $3,740+93.7% |
| Admin fee / account holder | $14,216 | $5,622+152.9% | $6,795+109.2% | $5,306+167.9% |