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 | $76,002 | $74,927+1.4% | $101,794-25.3% | $84,808-10.4% |
| Participation rate | 86.8% | 61.4%+25.4pp | 69.2%+17.7pp | 68.3%+18.5pp |
| Annual return | 14.28% | 18.70%-4.4pp | 30.53%-16.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $481 | $1,522-68.4% | $2,289-79.0% | $2,631-81.7% |
| Participant deferral / active EE | $4,809 | $3,099+55.2% | $4,084+17.7% | $4,212+14.2% |
| Admin fee / account holder | $9,157 | $6,514+40.6% | $8,777+4.3% | $7,344+24.7% |