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 | $82,640 | $94,625-12.7% | $116,228-28.9% | $84,808-2.6% |
| Participation rate | 79.5% | 70.4%+9.0pp | 74.6%+4.9pp | 68.3%+11.2pp |
| Annual return | 12.33% | 20.40%-8.1pp | 90.06%-77.7pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,273 | $2,347-45.7% | $2,994-57.5% | $2,631-51.6% |
| Participant deferral / active EE | $1,967 | $3,972-50.5% | $4,953-60.3% | $4,212-53.3% |
| Admin fee / account holder | $3,049 | $10,091-69.8% | $11,989-74.6% | $7,344-58.5% |