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 | $82,094 | $81,248+1.0% | $155,509-47.2% | $80,856+1.5% |
| Participation rate | 88.4% | 66.2%+22.1pp | 78.2%+10.2pp | 67.6%+20.7pp |
| Annual return | 14.28% | 33.31%-19.0pp | 64.67%-50.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $5,197 | $3,100+67.6% | $4,672+11.2% | $2,755+88.7% |
| Participant deferral / active EE | $4,132 | $3,452+19.7% | $5,626-26.6% | $4,296-3.8% |
| Admin fee / account holder | $3,867 | $7,997-51.6% | $15,912-75.7% | $6,918-44.1% |