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 | $87,992 | $57,065+54.2% | $75,670+16.3% | $70,131+25.5% |
| Participation rate | 94.1% | 68.1%+26.0pp | 72.3%+21.8pp | 69.5%+24.6pp |
| Annual return | 12.71% | 23.57%-10.9pp | 27.34%-14.6pp | 73.14%-60.4pp |
| Employer contribution / active EE | $1,056 | $1,817-41.8% | $2,352-55.1% | $2,342-54.9% |
| Participant deferral / active EE | $2,907 | $2,580+12.7% | $3,142-7.5% | $3,332-12.7% |
| Admin fee / account holder | $13,116 | $3,825+242.9% | $5,800+126.2% | $4,645+182.4% |