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 | $69,840 | $48,230+44.8% | $67,502+3.5% | $80,856-13.6% |
| Participation rate | 88.0% | 66.4%+21.6pp | 72.9%+15.1pp | 67.6%+20.4pp |
| Annual return | 12.70% | 18.28%-5.6pp | 3512.12%-3499.4pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,181 | $2,924+8.8% | $4,000-20.5% | $4,296-25.9% |
| Admin fee / account holder | $1,880 | $3,681-48.9% | $3,998-53.0% | $6,918-72.8% |