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 | $85,585 | $78,672+8.8% | $109,143-21.6% | $85,850-0.3% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 16.47% | 25.09%-8.6pp | 25.75%-9.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $705 | $2,735-74.2% | $3,722-81.0% | $2,565-72.5% |
| Participant deferral / active EE | $1,890 | $3,467-45.5% | $4,653-59.4% | $3,952-52.2% |
| Admin fee / account holder | $353 | $5,469-93.5% | $6,752-94.8% | $6,260-94.4% |