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 | $78,841 | $91,190-13.5% | $178,490-55.8% | $79,858-1.3% |
| Participation rate | 89.6% | 69.2%+20.4pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 10.67% | 24.19%-13.5pp | 151.07%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,079 | $3,256-66.9% | $5,011-78.5% | $2,471-56.3% |
| Participant deferral / active EE | $1,792 | $3,236-44.6% | $5,202-65.5% | $3,740-52.1% |
| Admin fee / account holder | $2,534 | $6,751-62.5% | $13,984-81.9% | $5,306-52.2% |