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 | $87,928 | $81,248+8.2% | $155,509-43.5% | $80,856+8.7% |
| Participation rate | 84.4% | 66.2%+18.1pp | 78.2%+6.2pp | 67.6%+16.7pp |
| Annual return | 13.68% | 33.31%-19.6pp | 64.67%-51.0pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,810 | $3,100-41.6% | $4,672-61.3% | $2,755-34.3% |
| Participant deferral / active EE | $3,811 | $3,452+10.4% | $5,626-32.3% | $4,296-11.3% |
| Admin fee / account holder | $1,596 | $7,997-80.0% | $15,912-90.0% | $6,918-76.9% |