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 | $87,897 | $64,324+36.6% | $118,925-26.1% | $79,858+10.1% |
| Participation rate | 95.5% | 64.9%+30.7pp | 75.4%+20.1pp | 69.6%+25.9pp |
| Annual return | 21.96% | 86.45%-64.5pp | 35.88%-13.9pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,541 | $1,836-16.1% | $3,263-52.8% | $2,471-37.6% |
| Participant deferral / active EE | $2,638 | $2,824-6.6% | $4,265-38.1% | $3,740-29.5% |
| Admin fee / account holder | $1,097 | $4,040-72.8% | $6,581-83.3% | $5,306-79.3% |