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 | $83,087 | $71,050+16.9% | $93,606-11.2% | $80,856+2.8% |
| Participation rate | 80.4% | 60.4%+20.0pp | 68.7%+11.7pp | 67.6%+12.8pp |
| Annual return | 13.16% | 11.26%+1.9pp | 133.20%-120.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,745 | $1,564+11.6% | $2,420-27.9% | $2,755-36.7% |
| Participant deferral / active EE | $4,129 | $4,034+2.4% | $4,411-6.4% | $4,296-3.9% |
| Admin fee / account holder | $9,791 | $6,945+41.0% | $8,285+18.2% | $6,918+41.5% |