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 | $83,647 | $91,552-8.6% | $133,956-37.6% | $79,858+4.7% |
| Participation rate | 80.6% | 73.3%+7.2pp | 79.8%+0.7pp | 69.6%+10.9pp |
| Annual return | 13.90% | 61.85%-47.9pp | 45.09%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,025 | $2,384+26.9% | $3,919-22.8% | $2,471+22.4% |
| Participant deferral / active EE | $4,649 | $3,733+24.5% | $5,048-7.9% | $3,740+24.3% |
| Admin fee / account holder | $2,125 | $6,321-66.4% | $8,927-76.2% | $5,306-59.9% |