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 | $81,437 | $78,422+3.8% | $95,952-15.1% | $79,858+2.0% |
| Participation rate | 98.6% | 73.5%+25.1pp | 77.1%+21.5pp | 69.6%+28.9pp |
| Annual return | 13.71% | 19.37%-5.7pp | 91.61%-77.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $872 | $1,945-55.2% | $2,541-65.7% | $2,471-64.7% |
| Participant deferral / active EE | $5,535 | $3,440+60.9% | $4,167+32.8% | $3,740+48.0% |
| Admin fee / account holder | $2,298 | $5,622-59.1% | $6,795-66.2% | $5,306-56.7% |