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 | $92,189 | $48,364+90.6% | $71,796+28.4% | $62,891+46.6% |
| Participation rate | 80.3% | 60.6%+19.7pp | 69.1%+11.2pp | 69.3%+11.0pp |
| Annual return | 7.83% | 13.16%-5.3pp | 78.04%-70.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $222 | $1,042-78.7% | $1,924-88.5% | $2,281-90.3% |
| Participant deferral / active EE | $3,875 | $2,091+85.3% | $2,794+38.7% | $3,203+21.0% |
| Admin fee / account holder | $6,142 | $3,771+62.9% | $4,815+27.6% | $4,296+43.0% |