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 | $78,409 | $87,733-10.6% | $106,548-26.4% | $85,850-8.7% |
| Participation rate | 91.1% | 71.9%+19.2pp | 76.1%+15.0pp | 69.3%+21.8pp |
| Annual return | 18.53% | 21.86%-3.3pp | 26.80%-8.3pp | 318.53%-300.0pp |
| Employer contribution / active EE | $3,766 | $2,073+81.7% | $2,819+33.6% | $2,565+46.8% |
| Participant deferral / active EE | $5,662 | $3,469+63.2% | $4,398+28.7% | $3,952+43.3% |
| Admin fee / account holder | $12,593 | $6,767+86.1% | $7,407+70.0% | $6,260+101.2% |