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 | $84,887 | $77,899+9.0% | $149,673-43.3% | $75,163+12.9% |
| Participation rate | 82.4% | 65.6%+16.8pp | 78.8%+3.6pp | 67.2%+15.2pp |
| Annual return | 17.99% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $762 | $3,137-75.7% | $4,818-84.2% | $2,670-71.4% |
| Participant deferral / active EE | $2,584 | $3,411-24.2% | $5,680-54.5% | $4,125-37.4% |
| Admin fee / account holder | $1,600 | $5,956-73.1% | $13,210-87.9% | $5,651-71.7% |