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 | $82,893 | $63,346+30.9% | $92,233-10.1% | $70,131+18.2% |
| Participation rate | 74.7% | 68.7%+6.0pp | 76.5%-1.8pp | 69.5%+5.1pp |
| Annual return | 16.49% | 530.12%-513.6pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,576 | $2,471-36.2% | $3,679-57.2% | $2,342-32.7% |
| Participant deferral / active EE | $4,555 | $2,854+59.6% | $3,897+16.9% | $3,332+36.7% |
| Admin fee / account holder | $2,626 | $3,840-31.6% | $5,194-49.4% | $4,645-43.5% |