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 | $82,334 | $111,754-26.3% | $103,333-20.3% | $145,922-43.6% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 12.22% | 24.77%-12.5pp | 24.88%-12.7pp | 561.29%-549.1pp |
| Employer contribution / active EE | $9,729 | $4,212+130.9% | $3,868+151.5% | $4,660+108.8% |
| Participant deferral / active EE | $7,898 | $5,619+40.6% | $5,057+56.2% | $6,688+18.1% |
| Admin fee / account holder | $881 | $9,750-91.0% | $8,355-89.5% | $13,397-93.4% |