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 | $73,511 | $70,428+4.4% | $96,562-23.9% | $85,850-14.4% |
| Participation rate | 89.5% | 61.8%+27.7pp | 69.8%+19.7pp | 69.3%+20.2pp |
| Annual return | 19.19% | 18.59%+0.6pp | 37.78%-18.6pp | 318.53%-299.3pp |
| Employer contribution / active EE | $1,390 | $1,413-1.7% | $2,356-41.0% | $2,565-45.8% |
| Participant deferral / active EE | $4,128 | $2,894+42.7% | $3,849+7.3% | $3,952+4.5% |
| Admin fee / account holder | $17,536 | $4,997+251.0% | $6,181+183.7% | $6,260+180.1% |