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 | $84,514 | $64,324+31.4% | $118,925-28.9% | $79,858+5.8% |
| Participation rate | 91.8% | 64.9%+27.0pp | 75.4%+16.5pp | 69.6%+22.2pp |
| Annual return | 11.49% | 86.45%-75.0pp | 35.88%-24.4pp | 31.71%-20.2pp |
| Employer contribution / active EE | $777 | $1,836-57.7% | $3,263-76.2% | $2,471-68.6% |
| Participant deferral / active EE | $4,228 | $2,824+49.7% | $4,265-0.9% | $3,740+13.0% |
| Admin fee / account holder | $2,254 | $4,040-44.2% | $6,581-65.7% | $5,306-57.5% |