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 | $96,237 | $45,035+113.7% | $62,995+52.8% | $70,131+37.2% |
| Participation rate | 75.9% | 69.5%+6.3pp | 74.8%+1.1pp | 69.5%+6.3pp |
| Annual return | 16.82% | 18.76%-1.9pp | 87.57%-70.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,199 | $2,051+153.5% | $2,759+88.4% | $2,342+122.0% |
| Participant deferral / active EE | $6,747 | $2,465+173.8% | $3,329+102.6% | $3,332+102.5% |
| Admin fee / account holder | $936 | $2,834-67.0% | $3,600-74.0% | $4,645-79.9% |