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 7-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 | $81,686 | $65,041+25.6% | $90,951-10.2% | $79,858+2.3% |
| Participation rate | 82.1% | 61.6%+20.5pp | 69.0%+13.1pp | 69.6%+12.5pp |
| Annual return | 13.49% | 30.45%-17.0pp | 134.60%-121.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,396 | $1,247+11.9% | $2,122-34.2% | $2,471-43.5% |
| Participant deferral / active EE | $2,758 | $2,512+9.8% | $3,373-18.2% | $3,740-26.2% |
| Admin fee / account holder | $1,392 | $4,536-69.3% | $5,959-76.6% | $5,306-73.8% |