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 | $82,846 | $54,541+51.9% | $78,778+5.2% | $70,131+18.1% |
| Participation rate | 81.5% | 60.8%+20.7pp | 69.2%+12.3pp | 69.5%+11.9pp |
| Annual return | 12.48% | 21.07%-8.6pp | 35.62%-23.1pp | 73.14%-60.7pp |
| Employer contribution / active EE | $846 | $1,089-22.3% | $1,986-57.4% | $2,342-63.9% |
| Participant deferral / active EE | $2,411 | $2,210+9.1% | $2,958-18.5% | $3,332-27.6% |
| Admin fee / account holder | $658 | $3,709-82.3% | $5,134-87.2% | $4,645-85.8% |