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 | $80,087 | $49,227+62.7% | $70,449+13.7% | $79,858+0.3% |
| Participation rate | 80.6% | 69.2%+11.5pp | 75.1%+5.6pp | 69.6%+11.0pp |
| Annual return | 13.42% | 30.06%-16.6pp | 109.03%-95.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,688 | $2,099-19.6% | $2,737-38.3% | $2,471-31.7% |
| Participant deferral / active EE | $3,278 | $2,768+18.4% | $3,709-11.6% | $3,740-12.4% |
| Admin fee / account holder | $2,213 | $2,878-23.1% | $3,845-42.4% | $5,306-58.3% |