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 | $81,855 | $109,413-25.2% | $156,263-47.6% | $84,808-3.5% |
| Participation rate | 72.4% | 72.7%-0.3pp | 78.9%-6.5pp | 68.3%+4.1pp |
| Annual return | 15.42% | 20.18%-4.8pp | 59.47%-44.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $880 | $2,907-69.7% | $4,333-79.7% | $2,631-66.5% |
| Participant deferral / active EE | $3,802 | $4,590-17.2% | $6,158-38.3% | $4,212-9.7% |
| Admin fee / account holder | $899 | $9,357-90.4% | $14,255-93.7% | $7,344-87.8% |