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 | $87,947 | $61,272+43.5% | $149,673-41.2% | $71,457+23.1% |
| Participation rate | 72.5% | 62.5%+10.0pp | 78.8%-6.3pp | 67.9%+4.6pp |
| Annual return | 16.07% | 35.85%-19.8pp | 134.42%-118.3pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,107 | $2,378-53.4% | $4,818-77.0% | $2,588-57.2% |
| Participant deferral / active EE | $7,141 | $2,917+144.8% | $5,680+25.7% | $4,289+66.5% |
| Admin fee / account holder | $332 | $1,261-73.7% | $13,210-97.5% | $1,587-79.1% |