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 | $81,427 | $77,634+4.9% | $156,549-48.0% | $62,891+29.5% |
| Participation rate | 71.0% | 71.2%-0.2pp | 84.0%-13.0pp | 69.3%+1.7pp |
| Annual return | 7.86% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,081 | $3,444-39.6% | $5,501-62.2% | $2,281-8.8% |
| Participant deferral / active EE | $3,713 | $3,045+21.9% | $4,871-23.8% | $3,203+15.9% |
| Admin fee / account holder | $895 | $5,561-83.9% | $13,027-93.1% | $4,296-79.2% |