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 | $84,122 | $80,717+4.2% | $154,803-45.7% | $84,808-0.8% |
| Participation rate | 79.4% | 66.8%+12.6pp | 78.1%+1.3pp | 68.3%+11.1pp |
| Annual return | 13.98% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $400 | $2,761-85.5% | $4,305-90.7% | $2,631-84.8% |
| Participant deferral / active EE | $4,367 | $3,303+32.2% | $5,540-21.2% | $4,212+3.7% |
| Admin fee / account holder | $1,243 | $6,746-81.6% | $14,329-91.3% | $7,344-83.1% |