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 | $83,606 | $80,968+3.3% | $96,544-13.4% | $75,163+11.2% |
| Participation rate | 82.9% | 71.8%+11.2pp | 76.0%+7.0pp | 67.2%+15.7pp |
| Annual return | 16.54% | 27.06%-10.5pp | 25.84%-9.3pp | 160.62%-144.1pp |
| Employer contribution / active EE | $906 | $2,282-60.3% | $2,965-69.4% | $2,670-66.1% |
| Participant deferral / active EE | $4,244 | $3,928+8.0% | $4,851-12.5% | $4,125+2.9% |
| Admin fee / account holder | $3,035 | $6,724-54.9% | $8,252-63.2% | $5,651-46.3% |