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 | $82,219 | $106,355-22.7% | $237,244-65.3% | $116,875-29.7% |
| Participation rate | 81.3% | 71.9%+9.4pp | 80.3%+1.0pp | 74.5%+6.7pp |
| Annual return | 19.04% | 17.03%+2.0pp | 4131.29%-4112.2pp | 16.29%+2.7pp |
| Employer contribution / active EE | $970 | $1,595-39.2% | $4,351-77.7% | $3,288-70.5% |
| Participant deferral / active EE | $3,512 | $3,396+3.4% | $4,056-13.4% | $3,885-9.6% |
| Admin fee / account holder | $1,230 | $11,423-89.2% | $18,030-93.2% | $12,263-90.0% |