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 | $80,837 | $71,050+13.8% | $93,606-13.6% | $80,8560% |
| Participation rate | 83.7% | 60.4%+23.3pp | 68.7%+15.0pp | 67.6%+16.0pp |
| Annual return | 21.62% | 11.26%+10.4pp | 133.20%-111.6pp | 35.59%-14.0pp |
| Employer contribution / active EE | $500 | $1,564-68.0% | $2,420-79.3% | $2,755-81.9% |
| Participant deferral / active EE | $6,378 | $4,034+58.1% | $4,411+44.6% | $4,296+48.5% |
| Admin fee / account holder | $4,884 | $6,945-29.7% | $8,285-41.1% | $6,918-29.4% |