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 | $87,020 | $91,552-4.9% | $133,956-35.0% | $79,858+9.0% |
| Participation rate | 97.3% | 73.3%+24.0pp | 79.8%+17.5pp | 69.6%+27.7pp |
| Annual return | 12.85% | 61.85%-49.0pp | 45.09%-32.2pp | 31.71%-18.9pp |
| Employer contribution / active EE | $686 | $2,384-71.2% | $3,919-82.5% | $2,471-72.2% |
| Participant deferral / active EE | $7,007 | $3,733+87.7% | $5,048+38.8% | $3,740+87.4% |
| Admin fee / account holder | $488 | $6,321-92.3% | $8,927-94.5% | $5,306-90.8% |