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 | $83,801 | $61,774+35.7% | $97,226-13.8% | $80,856+3.6% |
| Participation rate | 75.0% | 63.5%+11.5pp | 72.7%+2.3pp | 67.6%+7.4pp |
| Annual return | 13.91% | -557.90%+571.8pp | 75.13%-61.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $429 | $1,837-76.7% | $2,729-84.3% | $2,755-84.4% |
| Participant deferral / active EE | $2,506 | $3,029-17.3% | $4,264-41.2% | $4,296-41.7% |
| Admin fee / account holder | $1,112 | $5,166-78.5% | $5,654-80.3% | $6,918-83.9% |