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 | $85,130 | $54,762+55.5% | $90,281-5.7% | $72,985+16.6% |
| Participation rate | 84.0% | 65.1%+18.9pp | 73.3%+10.7pp | 69.5%+14.5pp |
| Annual return | 25.03% | 30.63%-5.6pp | 78.10%-53.1pp | 81.00%-56.0pp |
| Employer contribution / active EE | $678 | $2,092-67.6% | $2,854-76.3% | $2,440-72.2% |
| Participant deferral / active EE | $5,516 | $2,887+91.1% | $3,885+42.0% | $3,607+52.9% |
| Admin fee / account holder | $1,229 | $3,972-69.1% | $5,351-77.0% | $5,124-76.0% |