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 | $83,335 | $85,766-2.8% | $136,294-38.9% | $70,131+18.8% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 15.00% | 31.45%-16.5pp | 5155.94%-5140.9pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,488 | $2,966-49.8% | $4,695-68.3% | $2,342-36.5% |
| Participant deferral / active EE | $2,506 | $5,051-50.4% | $6,247-59.9% | $3,332-24.8% |
| Admin fee / account holder | $722 | $5,420-86.7% | $9,243-92.2% | $4,645-84.5% |