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 | $82,215 | $109,881-25.2% | $150,045-45.2% | $84,808-3.1% |
| Participation rate | 85.1% | 76.1%+9.0pp | 82.3%+2.8pp | 68.3%+16.8pp |
| Annual return | 16.66% | 28.25%-11.6pp | 62.55%-45.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $5,280 | $3,561+48.3% | $4,693+12.5% | $2,631+100.7% |
| Participant deferral / active EE | $12,736 | $6,636+91.9% | $7,997+59.3% | $4,212+202.4% |
| Admin fee / account holder | $10,448 | $8,568+21.9% | $13,435-22.2% | $7,344+42.3% |