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 | $86,672 | $85,202+1.7% | $172,739-49.8% | $72,985+18.8% |
| Participation rate | 76.9% | 70.1%+6.9pp | 82.6%-5.7pp | 69.5%+7.4pp |
| Annual return | 19.21% | 27.32%-8.1pp | 802.84%-783.6pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,770 | $3,324-46.8% | $5,143-65.6% | $2,440-27.5% |
| Participant deferral / active EE | $3,712 | $3,260+13.9% | $5,198-28.6% | $3,607+2.9% |
| Admin fee / account holder | $3,425 | $5,884-41.8% | $13,954-75.5% | $5,124-33.2% |