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 9-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 | $78,981 | $84,556-6.6% | $116,228-32.0% | $74,304+6.3% |
| Participation rate | 82.5% | 66.0%+16.5pp | 74.6%+8.0pp | 60.3%+22.2pp |
| Annual return | 23.26% | 18.35%+4.9pp | 90.06%-66.8pp | 29.43%-6.2pp |
| Employer contribution / active EE | $1,194 | $2,168-44.9% | $2,994-60.1% | $2,241-46.7% |
| Participant deferral / active EE | $8,119 | $3,814+112.8% | $4,953+63.9% | $3,767+115.5% |
| Admin fee / account holder | $5,291 | $3,792+39.5% | $11,989-55.9% | $2,969+78.2% |