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 | $85,411 | $117,983-27.6% | $101,794-16.1% | $142,382-40.0% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.2%+15.8pp | 80.1%+4.9pp |
| Annual return | 10.62% | 36.92%-26.3pp | 30.53%-19.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $1,150 | $2,773-58.5% | $2,289-49.8% | $4,299-73.3% |
| Participant deferral / active EE | $5,192 | $4,714+10.1% | $4,084+27.1% | $6,507-20.2% |
| Admin fee / account holder | $28,058 | $10,433+168.9% | $8,777+219.7% | $12,624+122.3% |