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 | $74,252 | $98,750-24.8% | $149,696-50.4% | $79,858-7.0% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 16.84% | 27.43%-10.6pp | 276.60%-259.8pp | 31.71%-14.9pp |
| Employer contribution / active EE | $820 | $3,216-74.5% | $4,644-82.4% | $2,471-66.8% |
| Participant deferral / active EE | $8,196 | $5,680+44.3% | $6,842+19.8% | $3,740+119.1% |
| Admin fee / account holder | $3,953 | $6,053-34.7% | $9,309-57.5% | $5,306-25.5% |