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 | $83,317 | $54,541+52.8% | $78,778+5.8% | $70,131+18.8% |
| Participation rate | 76.8% | 60.8%+16.0pp | 69.2%+7.7pp | 69.5%+7.3pp |
| Annual return | 16.05% | 21.07%-5.0pp | 35.62%-19.6pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,989 | $1,089+82.7% | $1,986+0.2% | $2,342-15.1% |
| Participant deferral / active EE | $5,440 | $2,210+146.2% | $2,958+83.9% | $3,332+63.3% |
| Admin fee / account holder | $14,651 | $3,709+295.1% | $5,134+185.4% | $4,645+215.4% |