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 | $83,043 | $53,127+56.3% | $86,590-4.1% | $70,131+18.4% |
| Participation rate | 84.3% | 65.3%+19.0pp | 73.5%+10.7pp | 69.5%+14.7pp |
| Annual return | 18.29% | 27.66%-9.4pp | 964.84%-946.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $982 | $2,068-52.5% | $2,839-65.4% | $2,342-58.1% |
| Participant deferral / active EE | $3,632 | $2,696+34.7% | $3,609+0.7% | $3,332+9.0% |
| Admin fee / account holder | $1,920 | $3,585-46.5% | $4,906-60.9% | $4,645-58.7% |