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 | $81,574 | $98,750-17.4% | $149,696-45.5% | $79,858+2.1% |
| Participation rate | 97.7% | 75.8%+22.0pp | 82.5%+15.3pp | 69.6%+28.1pp |
| Annual return | 17.93% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $862 | $3,216-73.2% | $4,644-81.4% | $2,471-65.1% |
| Participant deferral / active EE | $2,898 | $5,680-49.0% | $6,842-57.6% | $3,740-22.5% |
| Admin fee / account holder | $1,334 | $6,053-78.0% | $9,309-85.7% | $5,306-74.9% |