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 | $82,157 | $127,264-35.4% | $109,895-25.2% | $167,490-50.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 16.42% | 22.97%-6.6pp | 29.45%-13.0pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,868 | $3,322-43.8% | $2,842-34.3% | $4,837-61.4% |
| Participant deferral / active EE | $8,490 | $4,514+88.1% | $4,048+109.7% | $6,341+33.9% |
| Admin fee / account holder | $556 | $7,114-92.2% | $6,066-90.8% | $12,309-95.5% |