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 | $84,775 | $118,849-28.7% | $96,562-12.2% | $167,490-49.4% |
| Participation rate | 84.2% | 75.5%+8.7pp | 69.8%+14.4pp | 82.1%+2.1pp |
| Annual return | 19.23% | 50.49%-31.3pp | 37.78%-18.6pp | 478.56%-459.3pp |
| Employer contribution / active EE | $588 | $3,120-81.1% | $2,356-75.0% | $4,837-87.8% |
| Participant deferral / active EE | $3,838 | $4,616-16.8% | $3,849-0.3% | $6,341-39.5% |
| Admin fee / account holder | $627 | $8,065-92.2% | $6,181-89.9% | $12,309-94.9% |