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 | $81,932 | $78,422+4.5% | $95,952-14.6% | $79,858+2.6% |
| Participation rate | 89.2% | 73.5%+15.7pp | 77.1%+12.1pp | 69.6%+19.6pp |
| Annual return | 11.32% | 19.37%-8.1pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,214 | $1,945-37.6% | $2,541-52.2% | $2,471-50.9% |
| Participant deferral / active EE | $3,701 | $3,440+7.6% | $4,167-11.2% | $3,740-1.1% |
| Admin fee / account holder | $13,920 | $5,622+147.6% | $6,795+104.8% | $5,306+162.3% |