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 | $77,872 | $89,355-12.9% | $141,162-44.8% | $72,985+6.7% |
| Participation rate | 82.6% | 75.1%+7.5pp | 82.5%+0.1pp | 69.5%+13.1pp |
| Annual return | 22.31% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,123 | $3,114-31.8% | $4,735-55.2% | $2,440-13.0% |
| Participant deferral / active EE | $4,316 | $5,418-20.3% | $6,709-35.7% | $3,607+19.6% |
| Admin fee / account holder | $5,302 | $5,958-11.0% | $10,261-48.3% | $5,124+3.5% |