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 | $85,437 | $67,411+26.7% | $91,001-6.1% | $70,131+21.8% |
| Participation rate | 87.5% | 71.4%+16.1pp | 75.6%+11.9pp | 69.5%+18.0pp |
| Annual return | 12.98% | -40.16%+53.1pp | 4.60%+8.4pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,260 | $1,786-29.5% | $2,456-48.7% | $2,342-46.2% |
| Participant deferral / active EE | $3,895 | $2,823+38.0% | $3,547+9.8% | $3,332+16.9% |
| Admin fee / account holder | $15,343 | $4,236+262.2% | $5,417+183.2% | $4,645+230.3% |