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 | $81,879 | $77,899+5.1% | $149,673-45.3% | $75,163+8.9% |
| Participation rate | 89.7% | 65.6%+24.1pp | 78.8%+10.9pp | 67.2%+22.5pp |
| Annual return | 34.40% | 31.72%+2.7pp | 134.42%-100.0pp | 160.62%-126.2pp |
| Employer contribution / active EE | $2,195 | $3,137-30.1% | $4,818-54.4% | $2,670-17.8% |
| Participant deferral / active EE | $4,515 | $3,411+32.4% | $5,680-20.5% | $4,125+9.5% |
| Admin fee / account holder | $370 | $5,956-93.8% | $13,210-97.2% | $5,651-93.4% |