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 | $84,901 | $91,552-7.3% | $133,956-36.6% | $79,858+6.3% |
| Participation rate | 86.8% | 73.3%+13.4pp | 79.8%+6.9pp | 69.6%+17.1pp |
| Annual return | 15.63% | 61.85%-46.2pp | 45.09%-29.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $782 | $2,384-67.2% | $3,919-80.0% | $2,471-68.3% |
| Participant deferral / active EE | $5,692 | $3,733+52.4% | $5,048+12.8% | $3,740+52.2% |
| Admin fee / account holder | $1,307 | $6,321-79.3% | $8,927-85.4% | $5,306-75.4% |