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 | $87,715 | $80,717+8.7% | $154,803-43.3% | $84,808+3.4% |
| Participation rate | 98.3% | 66.8%+31.5pp | 78.1%+20.2pp | 68.3%+30.0pp |
| Annual return | 13.99% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $980 | $2,761-64.5% | $4,305-77.2% | $2,631-62.7% |
| Participant deferral / active EE | $4,172 | $3,303+26.3% | $5,540-24.7% | $4,212-0.9% |
| Admin fee / account holder | $2,343 | $6,746-65.3% | $14,329-83.6% | $7,344-68.1% |