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 | $86,175 | $109,359-21.2% | $162,163-46.9% | $72,985+18.1% |
| Participation rate | 85.7% | 84.3%+1.5pp | 87.6%-1.8pp | 69.5%+16.2pp |
| Annual return | 23.21% | 25.46%-2.2pp | 115.59%-92.4pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,899 | $3,907-51.4% | $5,614-66.2% | $2,440-22.2% |
| Participant deferral / active EE | $2,926 | $5,481-46.6% | $7,298-59.9% | $3,607-18.9% |
| Admin fee / account holder | $909 | $7,972-88.6% | $10,843-91.6% | $5,124-82.3% |