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 | $81,663 | $91,190-10.4% | $178,490-54.2% | $79,858+2.3% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 13.48% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $2,218 | $3,256-31.9% | $5,011-55.7% | $2,471-10.2% |
| Participant deferral / active EE | $4,167 | $3,236+28.8% | $5,202-19.9% | $3,740+11.4% |
| Admin fee / account holder | $11,848 | $6,751+75.5% | $13,984-15.3% | $5,306+123.3% |