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 7-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 | $84,666 | $86,929-2.6% | $102,423-17.3% | $80,856+4.7% |
| Participation rate | 74.3% | 72.4%+1.9pp | 76.5%-2.2pp | 67.6%+6.6pp |
| Annual return | 73.78% | 18.88%+54.9pp | 29.32%+44.5pp | 35.59%+38.2pp |
| Employer contribution / active EE | $1,070 | $2,369-54.8% | $3,023-64.6% | $2,755-61.1% |
| Participant deferral / active EE | $2,812 | $4,118-31.7% | $5,053-44.4% | $4,296-34.5% |
| Admin fee / account holder | $722 | $8,049-91.0% | $9,451-92.4% | $6,918-89.6% |