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 | $85,966 | $109,881-21.8% | $150,045-42.7% | $84,808+1.4% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.5pp | 68.3%+14.5pp |
| Annual return | 16.13% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,816 | $3,561-49.0% | $4,693-61.3% | $2,631-31.0% |
| Participant deferral / active EE | $9,215 | $6,636+38.9% | $7,997+15.2% | $4,212+118.8% |
| Admin fee / account holder | $1,243 | $8,568-85.5% | $13,435-90.7% | $7,344-83.1% |