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 | $79,701 | $89,355-10.8% | $141,162-43.5% | $72,985+9.2% |
| Participation rate | 82.9% | 75.1%+7.8pp | 82.5%+0.5pp | 69.5%+13.4pp |
| Annual return | 19.68% | 111.85%-92.2pp | 71.39%-51.7pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,410 | $3,114-54.7% | $4,735-70.2% | $2,440-42.2% |
| Participant deferral / active EE | $3,057 | $5,418-43.6% | $6,709-54.4% | $3,607-15.3% |
| Admin fee / account holder | $1,235 | $5,958-79.3% | $10,261-88.0% | $5,124-75.9% |