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 | $94,216 | $56,114+67.9% | $96,139-2.0% | $85,850+9.7% |
| Participation rate | 88.0% | 56.7%+31.3pp | 68.4%+19.6pp | 69.3%+18.7pp |
| Annual return | 16.55% | 42.30%-25.8pp | 191.94%-175.4pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,961 | $1,620+21.1% | $2,797-29.9% | $2,565-23.6% |
| Participant deferral / active EE | $3,044 | $2,859+6.5% | $4,349-30.0% | $3,952-23.0% |
| Admin fee / account holder | $2,600 | $3,768-31.0% | $5,537-53.0% | $6,260-58.5% |