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 | $85,349 | $89,355-4.5% | $141,162-39.5% | $72,985+16.9% |
| Participation rate | 85.6% | 75.1%+10.4pp | 82.5%+3.1pp | 69.5%+16.1pp |
| Annual return | 21.55% | 111.85%-90.3pp | 71.39%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,082 | $3,114-65.3% | $4,735-77.1% | $2,440-55.7% |
| Participant deferral / active EE | $3,983 | $5,418-26.5% | $6,709-40.6% | $3,607+10.4% |
| Admin fee / account holder | $3,350 | $5,958-43.8% | $10,261-67.4% | $5,124-34.6% |