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 | $84,867 | $78,926+7.5% | $136,749-37.9% | $84,808+0.1% |
| Participation rate | 80.0% | 62.2%+17.8pp | 72.1%+7.9pp | 68.3%+11.7pp |
| Annual return | 14.55% | 18.17%-3.6pp | 24.33%-9.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $648 | $2,134-69.6% | $3,400-80.9% | $2,631-75.4% |
| Participant deferral / active EE | $2,812 | $3,168-11.2% | $4,692-40.1% | $4,212-33.2% |
| Admin fee / account holder | $5,341 | $6,369-16.1% | $11,386-53.1% | $7,344-27.3% |