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 | $78,467 | $70,428+11.4% | $96,562-18.7% | $85,850-8.6% |
| Participation rate | 95.7% | 61.8%+33.8pp | 69.8%+25.8pp | 69.3%+26.3pp |
| Annual return | 12.28% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $837 | $1,413-40.8% | $2,356-64.5% | $2,565-67.4% |
| Participant deferral / active EE | $1,333 | $2,894-53.9% | $3,849-65.4% | $3,952-66.3% |
| Admin fee / account holder | $1,691 | $4,997-66.2% | $6,181-72.6% | $6,260-73.0% |