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 | $74,425 | $62,573+18.9% | $85,682-13.1% | $85,850-13.3% |
| Participation rate | 85.5% | 61.1%+24.3pp | 69.9%+15.6pp | 69.3%+16.1pp |
| Annual return | 17.94% | 23.77%-5.8pp | 21.49%-3.5pp | 318.53%-300.6pp |
| Employer contribution / active EE | $1,534 | $1,757-12.7% | $2,618-41.4% | $2,565-40.2% |
| Participant deferral / active EE | $5,086 | $2,802+81.5% | $3,923+29.7% | $3,952+28.7% |
| Admin fee / account holder | $737 | $4,640-84.1% | $6,873-89.3% | $6,260-88.2% |