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 | $75,788 | $80,717-6.1% | $154,803-51.0% | $84,808-10.6% |
| Participation rate | 92.4% | 66.8%+25.6pp | 78.1%+14.4pp | 68.3%+24.1pp |
| Annual return | 16.20% | 37.96%-21.8pp | 58.88%-42.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $683 | $2,761-75.3% | $4,305-84.1% | $2,631-74.0% |
| Participant deferral / active EE | $2,239 | $3,303-32.2% | $5,540-59.6% | $4,212-46.8% |
| Admin fee / account holder | $20,866 | $6,746+209.3% | $14,329+45.6% | $7,344+184.1% |