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 3-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 | $88,530 | $77,314+14.5% | $177,989-50.3% | $80,856+9.5% |
| Participation rate | 82.7% | 65.7%+17.0pp | 77.1%+5.6pp | 67.6%+15.1pp |
| Annual return | 15.36% | 18.09%-2.7pp | 294.48%-279.1pp | 35.59%-20.2pp |
| Employer contribution / active EE | $972 | $2,292-57.6% | $3,949-75.4% | $2,755-64.7% |
| Participant deferral / active EE | $3,239 | $4,411-26.6% | $6,276-48.4% | $4,296-24.6% |
| Admin fee / account holder | $5,864 | $7,191-18.5% | $10,363-43.4% | $6,918-15.2% |