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 | $78,433 | $98,750-20.6% | $149,696-47.6% | $79,858-1.8% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.5%+12.3pp | 69.6%+25.1pp |
| Annual return | 18.27% | 27.43%-9.2pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,080 | $3,216-35.3% | $4,644-55.2% | $2,471-15.8% |
| Participant deferral / active EE | $3,516 | $5,680-38.1% | $6,842-48.6% | $3,740-6.0% |
| Admin fee / account holder | $765 | $6,053-87.4% | $9,309-91.8% | $5,306-85.6% |