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 | $82,301 | $101,724-19.1% | $164,813-50.1% | $80,856+1.8% |
| Participation rate | 97.3% | 71.8%+25.5pp | 78.6%+18.7pp | 67.6%+29.7pp |
| Annual return | 13.06% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,198 | $2,953-25.6% | $4,341-49.4% | $2,755-20.2% |
| Participant deferral / active EE | $2,677 | $4,477-40.2% | $6,031-55.6% | $4,296-37.7% |
| Admin fee / account holder | $12,626 | $8,227+53.5% | $12,690-0.5% | $6,918+82.5% |