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 | $116,192 | $104,664+11.0% | $85,682+35.6% | $167,490-30.6% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.9%+19.0pp | 82.1%+6.8pp |
| Annual return | 15.43% | 21.45%-6.0pp | 21.49%-6.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $1,346 | $3,337-59.7% | $2,618-48.6% | $4,837-72.2% |
| Participant deferral / active EE | $7,834 | $4,824+62.4% | $3,923+99.7% | $6,341+23.5% |
| Admin fee / account holder | $2,000 | $10,032-80.1% | $6,873-70.9% | $12,309-83.8% |