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 | $86,237 | $91,552-5.8% | $133,956-35.6% | $79,858+8.0% |
| Participation rate | 90.7% | 73.3%+17.3pp | 79.8%+10.8pp | 69.6%+21.0pp |
| Annual return | 17.48% | 61.85%-44.4pp | 45.09%-27.6pp | 31.71%-14.2pp |
| Employer contribution / active EE | $650 | $2,384-72.7% | $3,919-83.4% | $2,471-73.7% |
| Participant deferral / active EE | $8,622 | $3,733+130.9% | $5,048+70.8% | $3,740+130.5% |
| Admin fee / account holder | $5,601 | $6,321-11.4% | $8,927-37.3% | $5,306+5.6% |