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 | $84,678 | $48,046+76.2% | $84,611+0.1% | $72,985+16.0% |
| Participation rate | 74.5% | 57.6%+17.0pp | 68.2%+6.3pp | 69.5%+5.1pp |
| Annual return | 23.84% | 37.38%-13.5pp | 258.74%-234.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,383 | $1,602-13.7% | $2,652-47.9% | $2,440-43.3% |
| Participant deferral / active EE | $3,407 | $2,680+27.1% | $3,899-12.6% | $3,607-5.5% |
| Admin fee / account holder | $1,441 | $3,395-57.6% | $4,912-70.7% | $5,124-71.9% |