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 | $68,189 | $61,774+10.4% | $97,226-29.9% | $80,856-15.7% |
| Participation rate | 70.5% | 63.5%+7.0pp | 72.7%-2.2pp | 67.6%+2.9pp |
| Annual return | 11.91% | -557.90%+569.8pp | 75.13%-63.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $2,666 | $1,837+45.2% | $2,729-2.3% | $2,755-3.2% |
| Participant deferral / active EE | $4,187 | $3,029+38.3% | $4,264-1.8% | $4,296-2.5% |
| Admin fee / account holder | $3,461 | $5,166-33.0% | $5,654-38.8% | $6,918-50.0% |