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 | $90,025 | $78,672+14.4% | $109,143-17.5% | $85,850+4.9% |
| Participation rate | 93.6% | 68.3%+25.3pp | 75.9%+17.7pp | 69.3%+24.3pp |
| Annual return | 13.33% | 25.09%-11.8pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $693 | $2,735-74.7% | $3,722-81.4% | $2,565-73.0% |
| Participant deferral / active EE | $8,463 | $3,467+144.1% | $4,653+81.9% | $3,952+114.2% |
| Admin fee / account holder | $1,161 | $5,469-78.8% | $6,752-82.8% | $6,260-81.4% |