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 | $81,433 | $77,899+4.5% | $149,673-45.6% | $75,163+8.3% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 19.05% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,913 | $3,137-39.0% | $4,818-60.3% | $2,670-28.3% |
| Participant deferral / active EE | $4,382 | $3,411+28.5% | $5,680-22.8% | $4,125+6.2% |
| Admin fee / account holder | $1,886 | $5,956-68.3% | $13,210-85.7% | $5,651-66.6% |