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 | $74,535 | $83,902-11.2% | $167,512-55.5% | $84,808-12.1% |
| Participation rate | 94.6% | 66.5%+28.2pp | 77.1%+17.6pp | 68.3%+26.3pp |
| Annual return | 15.97% | 91.55%-75.6pp | 1615.79%-1599.8pp | 40.90%-24.9pp |
| Employer contribution / active EE | $787 | $2,264-65.2% | $3,882-79.7% | $2,631-70.1% |
| Participant deferral / active EE | $3,934 | $4,442-11.5% | $6,405-38.6% | $4,212-6.6% |
| Admin fee / account holder | $7,684 | $7,915-2.9% | $9,769-21.3% | $7,344+4.6% |