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 | $95,162 | $72,177+31.8% | $115,037-17.3% | $59,632+59.6% |
| Participation rate | 92.0% | 72.6%+19.4pp | 81.4%+10.6pp | 68.7%+23.3pp |
| Annual return | 1.18% | 12.02%-10.8pp | 26.14%-25.0pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $907 | $2,841-68.1% | $4,608-80.3% | $2,203-58.8% |
| Participant deferral / active EE | $8,787 | $4,783+83.7% | $6,026+45.8% | $3,192+175.3% |
| Admin fee / account holder | $1,152 | $4,927-76.6% | $8,175-85.9% | $4,297-73.2% |