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 | $83,194 | $108,172-23.1% | $77,482+7.4% | $158,922-47.7% |
| Participation rate | 90.0% | 64.4%+25.6pp | 54.2%+35.8pp | 82.0%+8.0pp |
| Annual return | 12.14% | 31.67%-19.5pp | 54.79%-42.6pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,561 | $1,325+17.8% | $986+58.3% | $4,761-67.2% |
| Participant deferral / active EE | $7,620 | $2,456+210.2% | $1,861+309.4% | $5,982+27.4% |
| Admin fee / account holder | $1,184 | $3,708-68.1% | $2,858-58.6% | $11,246-89.5% |