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 | $80,342 | $77,899+3.1% | $149,673-46.3% | $75,163+6.9% |
| Participation rate | 94.6% | 65.6%+29.0pp | 78.8%+15.8pp | 67.2%+27.4pp |
| Annual return | 18.75% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,304 | $3,137-26.6% | $4,818-52.2% | $2,670-13.7% |
| Participant deferral / active EE | $5,219 | $3,411+53.0% | $5,680-8.1% | $4,125+26.5% |
| Admin fee / account holder | $1,286 | $5,956-78.4% | $13,210-90.3% | $5,651-77.2% |