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 | $83,687 | $78,422+6.7% | $95,952-12.8% | $79,858+4.8% |
| Participation rate | 84.3% | 73.5%+10.8pp | 77.1%+7.2pp | 69.6%+14.6pp |
| Annual return | 12.69% | 19.37%-6.7pp | 91.61%-78.9pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,892 | $1,945+48.7% | $2,541+13.8% | $2,471+17.1% |
| Participant deferral / active EE | $3,011 | $3,440-12.5% | $4,167-27.7% | $3,740-19.5% |
| Admin fee / account holder | $1,894 | $5,622-66.3% | $6,795-72.1% | $5,306-64.3% |