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 | $79,432 | $87,733-9.5% | $106,548-25.4% | $85,850-7.5% |
| Participation rate | 75.0% | 71.9%+3.1pp | 76.1%-1.1pp | 69.3%+5.7pp |
| Annual return | 14.39% | 21.86%-7.5pp | 26.80%-12.4pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,080 | $2,073-47.9% | $2,819-61.7% | $2,565-57.9% |
| Participant deferral / active EE | $2,945 | $3,469-15.1% | $4,398-33.0% | $3,952-25.5% |
| Admin fee / account holder | $18,367 | $6,767+171.4% | $7,407+148.0% | $6,260+193.4% |