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 | $70,276 | $98,750-28.8% | $149,696-53.1% | $79,858-12.0% |
| Participation rate | 86.6% | 75.8%+10.8pp | 82.5%+4.1pp | 69.6%+17.0pp |
| Annual return | 13.74% | 27.43%-13.7pp | 276.60%-262.9pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,859 | $3,216-42.2% | $4,644-60.0% | $2,471-24.8% |
| Participant deferral / active EE | $6,079 | $5,680+7.0% | $6,842-11.1% | $3,740+62.5% |
| Admin fee / account holder | $2,987 | $6,053-50.6% | $9,309-67.9% | $5,306-43.7% |