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 | $89,545 | $60,892+47.1% | $82,389+8.7% | $84,808+5.6% |
| Participation rate | 75.6% | 63.3%+12.3pp | 69.5%+6.1pp | 68.3%+7.3pp |
| Annual return | 13.95% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,697 | $3,179+79.2% | $4,155+37.1% | $4,212+35.3% |
| Admin fee / account holder | $15,117 | $5,467+176.5% | $7,231+109.1% | $7,344+105.9% |