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 | $82,768 | $49,227+68.1% | $70,449+17.5% | $79,858+3.6% |
| Participation rate | 85.1% | 69.2%+15.9pp | 75.1%+10.0pp | 69.6%+15.4pp |
| Annual return | 15.53% | 30.06%-14.5pp | 109.03%-93.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,326 | $2,099+58.4% | $2,737+21.5% | $2,471+34.6% |
| Participant deferral / active EE | $4,895 | $2,768+76.9% | $3,709+32.0% | $3,740+30.9% |
| Admin fee / account holder | $6,612 | $2,878+129.7% | $3,845+72.0% | $5,306+24.6% |