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 | $84,493 | $68,547+23.3% | $120,354-29.8% | $80,856+4.5% |
| Participation rate | 90.2% | 61.6%+28.6pp | 71.9%+18.3pp | 67.6%+22.6pp |
| Annual return | 15.36% | 23.60%-8.2pp | 107.15%-91.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $608 | $2,051-70.4% | $3,463-82.4% | $2,755-77.9% |
| Participant deferral / active EE | $3,132 | $3,173-1.3% | $4,991-37.2% | $4,296-27.1% |
| Admin fee / account holder | $7,324 | $5,732+27.8% | $9,423-22.3% | $6,918+5.9% |