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 | $85,193 | $109,881-22.5% | $150,045-43.2% | $84,808+0.5% |
| Participation rate | 94.0% | 76.1%+17.9pp | 82.3%+11.7pp | 68.3%+25.7pp |
| Annual return | 19.81% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,426 | $3,561-60.0% | $4,693-69.6% | $2,631-45.8% |
| Participant deferral / active EE | $13,415 | $6,636+102.2% | $7,997+67.8% | $4,212+218.5% |
| Admin fee / account holder | $20,499 | $8,568+139.2% | $13,435+52.6% | $7,344+179.1% |