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 | $85,979 | $66,402+29.5% | $109,895-21.8% | $85,850+0.2% |
| Participation rate | 72.6% | 63.9%+8.7pp | 74.2%-1.6pp | 69.3%+3.3pp |
| Annual return | 12.31% | 19.59%-7.3pp | 29.45%-17.1pp | 318.53%-306.2pp |
| Employer contribution / active EE | $538 | $1,687-68.1% | $2,842-81.1% | $2,565-79.0% |
| Participant deferral / active EE | $3,366 | $2,842+18.4% | $4,048-16.8% | $3,952-14.8% |
| Admin fee / account holder | $1,799 | $4,557-60.5% | $6,066-70.3% | $6,260-71.3% |