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 | $81,179 | $58,828+38.0% | $77,999+4.1% | $62,891+29.1% |
| Participation rate | 96.1% | 71.1%+25.0pp | 75.5%+20.5pp | 69.3%+26.7pp |
| Annual return | 7.47% | 17.16%-9.7pp | 425.96%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,385 | $1,672-17.1% | $2,470-43.9% | $2,281-39.3% |
| Participant deferral / active EE | $2,347 | $2,686-12.6% | $3,497-32.9% | $3,203-26.7% |
| Admin fee / account holder | $6,803 | $4,393+54.9% | $5,480+24.1% | $4,296+58.4% |