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 | $78,739 | $99,032-20.5% | $80,019-1.6% | $135,375-41.8% |
| Participation rate | 90.5% | 78.4%+12.1pp | 75.8%+14.6pp | 82.6%+7.8pp |
| Annual return | 2.65% | 15.39%-12.7pp | 11.22%-8.6pp | 519.73%-517.1pp |
| Employer contribution / active EE | $6,056 | $3,043+99.0% | $2,468+145.4% | $4,779+26.7% |
| Participant deferral / active EE | $6,996 | $4,282+63.4% | $3,686+89.8% | $5,609+24.7% |
| Admin fee / account holder | $1,346 | $10,436-87.1% | $6,521-79.4% | $10,827-87.6% |