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 | $82,241 | $78,705+4.5% | $117,854-30.2% | $70,131+17.3% |
| Participation rate | 94.5% | 73.2%+21.4pp | 79.7%+14.9pp | 69.5%+25.0pp |
| Annual return | 14.16% | 23.30%-9.1pp | 335.08%-320.9pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,284 | $2,223-42.3% | $3,786-66.1% | $2,342-45.2% |
| Participant deferral / active EE | $2,411 | $3,297-26.9% | $4,482-46.2% | $3,332-27.6% |
| Admin fee / account holder | $547 | $5,065-89.2% | $8,020-93.2% | $4,645-88.2% |