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 | $89,769 | $70,669+27.0% | $169,368-47.0% | $75,163+19.4% |
| Participation rate | 86.7% | 64.8%+21.9pp | 77.1%+9.5pp | 67.2%+19.5pp |
| Annual return | 15.92% | 36.36%-20.4pp | 405.60%-389.7pp | 160.62%-144.7pp |
| Employer contribution / active EE | $787 | $2,211-64.4% | $4,013-80.4% | $2,670-70.5% |
| Participant deferral / active EE | $4,178 | $4,311-3.1% | $6,221-32.8% | $4,125+1.3% |
| Admin fee / account holder | $3,020 | $5,402-44.1% | $9,003-66.5% | $5,651-46.6% |