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 | $85,214 | $64,839+31.4% | $95,585-10.9% | $84,808+0.5% |
| Participation rate | 82.8% | 63.8%+19.0pp | 72.1%+10.7pp | 68.3%+14.5pp |
| Annual return | 15.97% | -670.96%+686.9pp | 38.56%-22.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,684 | $1,759-4.3% | $2,527-33.4% | $2,631-36.0% |
| Participant deferral / active EE | $3,836 | $2,965+29.4% | $4,023-4.6% | $4,212-8.9% |
| Admin fee / account holder | $3,324 | $5,964-44.3% | $6,127-45.7% | $7,344-54.7% |