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 | $85,143 | $70,428+20.9% | $96,562-11.8% | $85,850-0.8% |
| Participation rate | 71.2% | 61.8%+9.4pp | 69.8%+1.4pp | 69.3%+1.9pp |
| Annual return | 16.64% | 18.59%-2.0pp | 37.78%-21.1pp | 318.53%-301.9pp |
| Employer contribution / active EE | $578 | $1,413-59.1% | $2,356-75.5% | $2,565-77.5% |
| Participant deferral / active EE | $4,174 | $2,894+44.2% | $3,849+8.4% | $3,952+5.6% |
| Admin fee / account holder | $1,994 | $4,997-60.1% | $6,181-67.7% | $6,260-68.1% |