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 | $92,034 | $46,869+96.4% | $122,332-24.8% | $70,131+31.2% |
| Participation rate | 70.0% | 58.2%+11.8pp | 71.6%-1.6pp | 69.5%+0.5pp |
| Annual return | 16.01% | 24.22%-8.2pp | 30.27%-14.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $2,427 | $1,288+88.5% | $4,050-40.1% | $2,342+3.6% |
| Participant deferral / active EE | $3,293 | $2,166+52.0% | $3,287+0.2% | $3,332-1.2% |
| Admin fee / account holder | $4,115 | $3,322+23.9% | $5,478-24.9% | $4,645-11.4% |