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 | $83,856 | $54,705+53.3% | $71,209+17.8% | $84,808-1.1% |
| Participation rate | 90.9% | 64.1%+26.8pp | 73.8%+17.2pp | 68.3%+22.6pp |
| Annual return | 16.44% | 35.90%-19.5pp | 282.51%-266.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,409 | $2,158-34.7% | $2,721-48.2% | $2,631-46.5% |
| Participant deferral / active EE | $6,732 | $3,030+122.1% | $4,175+61.2% | $4,212+59.8% |
| Admin fee / account holder | $3,069 | $4,863-36.9% | $5,349-42.6% | $7,344-58.2% |