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 | $68,792 | $65,041+5.8% | $90,951-24.4% | $79,858-13.9% |
| Participation rate | 80.0% | 61.6%+18.4pp | 69.0%+11.0pp | 69.6%+10.4pp |
| Annual return | 12.76% | 30.45%-17.7pp | 134.60%-121.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $884 | $1,247-29.2% | $2,122-58.4% | $2,471-64.2% |
| Participant deferral / active EE | $2,649 | $2,512+5.4% | $3,373-21.5% | $3,740-29.2% |
| Admin fee / account holder | $3,549 | $4,536-21.8% | $5,959-40.4% | $5,306-33.1% |