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 | $82,421 | $49,138+67.7% | $84,015-1.9% | $65,185+26.4% |
| Participation rate | 74.3% | 60.7%+13.5pp | 69.0%+5.3pp | 70.2%+4.1pp |
| Annual return | 21.46% | 23.00%-1.5pp | 71.31%-49.8pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,569 | $914+71.7% | $1,983-20.9% | $2,177-27.9% |
| Participant deferral / active EE | $4,642 | $2,397+93.7% | $3,239+43.3% | $3,514+32.1% |
| Admin fee / account holder | $1,438 | $543+164.6% | $6,101-76.4% | $847+69.7% |