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 | $82,476 | $162,781-49.3% | $133,956-38.4% | $158,922-48.1% |
| Participation rate | 95.5% | 83.2%+12.2pp | 79.8%+15.6pp | 82.0%+13.5pp |
| Annual return | 14.06% | 41.94%-27.9pp | 45.09%-31.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,849 | $4,975-62.8% | $3,919-52.8% | $4,761-61.2% |
| Participant deferral / active EE | $3,059 | $5,911-48.3% | $5,048-39.4% | $5,982-48.9% |
| Admin fee / account holder | $32,700 | $11,736+178.6% | $8,927+266.3% | $11,246+190.8% |