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 | $80,489 | $87,013-7.5% | $106,213-24.2% | $80,856-0.5% |
| Participation rate | 97.1% | 70.4%+26.6pp | 75.3%+21.8pp | 67.6%+29.4pp |
| Annual return | 12.01% | 17.05%-5.0pp | 116.14%-104.1pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,020 | $2,395-15.7% | $3,171-36.3% | $2,755-26.7% |
| Participant deferral / active EE | $4,938 | $3,986+23.9% | $5,016-1.6% | $4,296+14.9% |
| Admin fee / account holder | $2,591 | $8,431-69.3% | $11,033-76.5% | $6,918-62.5% |