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 | $85,741 | $65,703+30.5% | $94,224-9.0% | $59,632+43.8% |
| Participation rate | 70.5% | 72.1%-1.6pp | 78.8%-8.3pp | 68.7%+1.8pp |
| Annual return | 4.05% | 5.22%-1.2pp | 10.68%-6.6pp | 2041.28%-2037.2pp |
| Employer contribution / active EE | $856 | $2,021-57.7% | $3,587-76.1% | $2,203-61.2% |
| Participant deferral / active EE | $5,026 | $3,143+59.9% | $4,320+16.3% | $3,192+57.5% |
| Admin fee / account holder | $3,736 | $4,264-12.4% | $6,269-40.4% | $4,297-13.1% |