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 | $81,676 | $80,717+1.2% | $154,803-47.2% | $84,808-3.7% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 16.30% | 37.96%-21.7pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,052 | $2,761-61.9% | $4,305-75.6% | $2,631-60.0% |
| Participant deferral / active EE | $2,106 | $3,303-36.2% | $5,540-62.0% | $4,212-50.0% |
| Admin fee / account holder | $972 | $6,746-85.6% | $14,329-93.2% | $7,344-86.8% |