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 | $80,786 | $61,605+31.1% | $112,229-28.0% | $75,163+7.5% |
| Participation rate | 87.2% | 61.7%+25.6pp | 72.4%+14.8pp | 67.2%+20.0pp |
| Annual return | 17.74% | 28.47%-10.7pp | 30.20%-12.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $638 | $2,015-68.3% | $3,430-81.4% | $2,670-76.1% |
| Participant deferral / active EE | $3,284 | $3,108+5.6% | $4,798-31.6% | $4,125-20.4% |
| Admin fee / account holder | $4,080 | $4,862-16.1% | $7,748-47.3% | $5,651-27.8% |