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 | $83,152 | $78,694+5.7% | $67,652+22.9% | $125,391-33.7% |
| Participation rate | 93.3% | 78.8%+14.5pp | 75.7%+17.7pp | 83.2%+10.1pp |
| Annual return | 0.55% | 9.46%-8.9pp | 6625.04%-6624.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $3,654 | $3,044+20.1% | $2,266+61.3% | $4,866-24.9% |
| Participant deferral / active EE | $7,886 | $4,292+83.7% | $3,560+121.5% | $5,352+47.4% |
| Admin fee / account holder | $7,111 | $7,403-3.9% | $4,821+47.5% | $9,540-25.5% |