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 | $80,324 | $74,927+7.2% | $101,794-21.1% | $84,808-5.3% |
| Participation rate | 80.0% | 61.4%+18.6pp | 69.2%+10.8pp | 68.3%+11.7pp |
| Annual return | 15.51% | 18.70%-3.2pp | 30.53%-15.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $400 | $1,522-73.7% | $2,289-82.5% | $2,631-84.8% |
| Participant deferral / active EE | $3,355 | $3,099+8.3% | $4,084-17.9% | $4,212-20.3% |
| Admin fee / account holder | $21,204 | $6,514+225.5% | $8,777+141.6% | $7,344+188.7% |