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 | $65,183 | $48,230+35.1% | $67,502-3.4% | $80,856-19.4% |
| Participation rate | 97.3% | 66.4%+30.9pp | 72.9%+24.4pp | 67.6%+29.7pp |
| Annual return | 13.90% | 18.28%-4.4pp | 3512.12%-3498.2pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,621 | $2,020+29.8% | $2,731-4.0% | $2,755-4.9% |
| Participant deferral / active EE | $1,958 | $2,924-33.0% | $4,000-51.1% | $4,296-54.4% |
| Admin fee / account holder | $2,171 | $3,681-41.0% | $3,998-45.7% | $6,918-68.6% |