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 | $82,018 | $94,625-13.3% | $116,228-29.4% | $84,808-3.3% |
| Participation rate | 78.9% | 70.4%+8.5pp | 74.6%+4.4pp | 68.3%+10.6pp |
| Annual return | 18.30% | 20.40%-2.1pp | 90.06%-71.8pp | 40.90%-22.6pp |
| Employer contribution / active EE | $4,244 | $2,347+80.9% | $2,994+41.7% | $2,631+61.3% |
| Participant deferral / active EE | $2,322 | $3,972-41.5% | $4,953-53.1% | $4,212-44.9% |
| Admin fee / account holder | $1,461 | $10,091-85.5% | $11,989-87.8% | $7,344-80.1% |