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 | $81,099 | $65,041+24.7% | $90,951-10.8% | $79,858+1.6% |
| Participation rate | 79.3% | 61.6%+17.7pp | 69.0%+10.3pp | 69.6%+9.7pp |
| Annual return | 14.56% | 30.45%-15.9pp | 134.60%-120.0pp | 31.71%-17.2pp |
| Employer contribution / active EE | $351 | $1,247-71.8% | $2,122-83.4% | $2,471-85.8% |
| Participant deferral / active EE | $5,151 | $2,512+105.1% | $3,373+52.7% | $3,740+37.7% |
| Admin fee / account holder | $5,242 | $4,536+15.6% | $5,959-12.0% | $5,306-1.2% |