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 | $78,890 | $109,359-27.9% | $162,163-51.4% | $72,985+8.1% |
| Participation rate | 78.8% | 84.3%-5.5pp | 87.6%-8.8pp | 69.5%+9.3pp |
| Annual return | 21.37% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $1,862 | $3,907-52.3% | $5,614-66.8% | $2,440-23.7% |
| Participant deferral / active EE | $3,452 | $5,481-37.0% | $7,298-52.7% | $3,607-4.3% |
| Admin fee / account holder | $12,604 | $7,972+58.1% | $10,843+16.2% | $5,124+146.0% |