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 | $82,375 | $94,625-12.9% | $116,228-29.1% | $84,808-2.9% |
| Participation rate | 83.8% | 70.4%+13.4pp | 74.6%+9.3pp | 68.3%+15.5pp |
| Annual return | 14.86% | 20.40%-5.5pp | 90.06%-75.2pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,088 | $2,347-53.6% | $2,994-63.7% | $2,631-58.6% |
| Participant deferral / active EE | $2,710 | $3,972-31.8% | $4,953-45.3% | $4,212-35.6% |
| Admin fee / account holder | $4,702 | $10,091-53.4% | $11,989-60.8% | $7,344-36.0% |