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 | $77,191 | $58,512+31.9% | $84,015-8.1% | $72,985+5.8% |
| Participation rate | 82.4% | 61.2%+21.1pp | 69.0%+13.3pp | 69.5%+12.9pp |
| Annual return | 23.25% | 28.93%-5.7pp | 71.31%-48.1pp | 81.00%-57.8pp |
| Employer contribution / active EE | $978 | $1,163-15.9% | $1,983-50.7% | $2,440-59.9% |
| Participant deferral / active EE | $1,234 | $2,394-48.5% | $3,239-61.9% | $3,607-65.8% |
| Admin fee / account holder | $1,293 | $4,569-71.7% | $6,101-78.8% | $5,124-74.8% |