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 | $89,868 | $78,705+14.2% | $117,854-23.7% | $70,131+28.1% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 17.37% | 23.30%-5.9pp | 335.08%-317.7pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,273 | $2,223-42.7% | $3,786-66.4% | $2,342-45.6% |
| Participant deferral / active EE | $3,565 | $3,297+8.1% | $4,482-20.5% | $3,332+7.0% |
| Admin fee / account holder | $603 | $5,065-88.1% | $8,020-92.5% | $4,645-87.0% |