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 | $83,562 | $70,428+18.6% | $96,562-13.5% | $85,850-2.7% |
| Participation rate | 71.4% | 61.8%+9.6pp | 69.8%+1.6pp | 69.3%+2.1pp |
| Annual return | 15.88% | 18.59%-2.7pp | 37.78%-21.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,230 | $1,413-13.0% | $2,356-47.8% | $2,565-52.1% |
| Participant deferral / active EE | $2,843 | $2,894-1.8% | $3,849-26.1% | $3,952-28.1% |
| Admin fee / account holder | $750 | $4,997-85.0% | $6,181-87.9% | $6,260-88.0% |