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 | $84,160 | $80,717+4.3% | $154,803-45.6% | $84,808-0.8% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.4pp | 68.3%+8.4pp |
| Annual return | 16.73% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $6,389 | $2,761+131.4% | $4,305+48.4% | $2,631+142.8% |
| Participant deferral / active EE | $8,076 | $3,303+144.5% | $5,540+45.8% | $4,212+91.8% |
| Admin fee / account holder | $29,490 | $6,746+337.2% | $14,329+105.8% | $7,344+301.6% |