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 | $82,680 | $109,881-24.8% | $150,045-44.9% | $84,808-2.5% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 16.55% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $7,674 | $3,561+115.5% | $4,693+63.5% | $2,631+191.7% |
| Participant deferral / active EE | $10,019 | $6,636+51.0% | $7,997+25.3% | $4,212+137.9% |
| Admin fee / account holder | $659 | $8,568-92.3% | $13,435-95.1% | $7,344-91.0% |