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 | $93,015 | $48,795+90.6% | $65,493+42.0% | $84,808+9.7% |
| Participation rate | 77.8% | 67.0%+10.8pp | 73.1%+4.7pp | 68.3%+9.5pp |
| Annual return | 14.30% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,132 | $1,930+10.5% | $2,574-17.2% | $2,631-19.0% |
| Participant deferral / active EE | $4,741 | $2,928+61.9% | $3,961+19.7% | $4,212+12.6% |
| Admin fee / account holder | $5,905 | $3,877+52.3% | $5,028+17.4% | $7,344-19.6% |