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 | $94,935 | $91,190+4.1% | $178,490-46.8% | $79,858+18.9% |
| Participation rate | 81.5% | 69.2%+12.3pp | 81.9%-0.4pp | 69.6%+11.8pp |
| Annual return | 17.77% | 24.19%-6.4pp | 151.07%-133.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,330 | $3,256-59.1% | $5,011-73.5% | $2,471-46.2% |
| Participant deferral / active EE | $3,946 | $3,236+21.9% | $5,202-24.1% | $3,740+5.5% |
| Admin fee / account holder | $1,396 | $6,751-79.3% | $13,984-90.0% | $5,306-73.7% |