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 9-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 | $82,619 | $74,927+10.3% | $101,794-18.8% | $84,808-2.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 16.40% | 18.70%-2.3pp | 30.53%-14.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $830 | $1,522-45.4% | $2,289-63.7% | $2,631-68.4% |
| Participant deferral / active EE | $4,154 | $3,099+34.0% | $4,084+1.7% | $4,212-1.4% |
| Admin fee / account holder | $4,447 | $6,514-31.7% | $8,777-49.3% | $7,344-39.4% |