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 | $85,000 | $117,983-28.0% | $101,794-16.5% | $142,382-40.3% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.2%+20.8pp | 80.1%+9.9pp |
| Annual return | 11.36% | 36.92%-25.6pp | 30.53%-19.2pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,437 | $2,773-48.2% | $2,289-37.2% | $4,299-66.6% |
| Participant deferral / active EE | $6,916 | $4,714+46.7% | $4,084+69.3% | $6,507+6.3% |
| Admin fee / account holder | $23,964 | $10,433+129.7% | $8,777+173.0% | $12,624+89.8% |