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 | $81,554 | $99,918-18.4% | $81,382+0.2% | $145,922-44.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.03% | 34.32%-18.3pp | 24.73%-8.7pp | 561.29%-545.3pp |
| Employer contribution / active EE | $453 | $2,978-84.8% | $2,463-81.6% | $4,660-90.3% |
| Participant deferral / active EE | $1,712 | $4,605-62.8% | $3,883-55.9% | $6,688-74.4% |
| Admin fee / account holder | $2,035 | $8,212-75.2% | $5,768-64.7% | $13,397-84.8% |