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 | $80,899 | $95,803-15.6% | $113,168-28.5% | $84,808-4.6% |
| Participation rate | 83.3% | 72.9%+10.5pp | 76.6%+6.8pp | 68.3%+15.0pp |
| Annual return | 15.93% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,701 | $2,360-27.9% | $2,975-42.8% | $2,631-35.4% |
| Participant deferral / active EE | $6,719 | $4,242+58.4% | $5,107+31.6% | $4,212+59.5% |
| Admin fee / account holder | $17,435 | $8,989+94.0% | $12,068+44.5% | $7,344+137.4% |