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 | $83,848 | $127,264-34.1% | $109,895-23.7% | $167,490-49.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.2%+9.1pp | 82.1%+1.2pp |
| Annual return | 13.66% | 22.97%-9.3pp | 29.45%-15.8pp | 478.56%-464.9pp |
| Employer contribution / active EE | $8,967 | $3,322+169.9% | $2,842+215.5% | $4,837+85.4% |
| Participant deferral / active EE | $5,943 | $4,514+31.7% | $4,048+46.8% | $6,341-6.3% |
| Admin fee / account holder | $828 | $7,114-88.4% | $6,066-86.3% | $12,309-93.3% |