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 | $79,367 | $52,681+50.7% | $75,781+4.7% | $59,632+33.1% |
| Participation rate | 91.3% | 67.2%+24.0pp | 75.8%+15.4pp | 68.7%+22.6pp |
| Annual return | 4.79% | 2.95%+1.8pp | 9.68%-4.9pp | 2041.28%-2036.5pp |
| Employer contribution / active EE | $1,350 | $2,193-38.4% | $3,323-59.4% | $2,203-38.7% |
| Participant deferral / active EE | $6,223 | $2,591+140.2% | $3,651+70.4% | $3,192+95.0% |
| Admin fee / account holder | $6,358 | $3,610+76.1% | $5,299+20.0% | $4,297+48.0% |