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 | $71,403 | $43,723+63.3% | $121,196-41.1% | $64,186+11.2% |
| Participation rate | 87.8% | 58.3%+29.5pp | 71.7%+16.1pp | 69.6%+18.2pp |
| Annual return | 5.19% | 68.91%-63.7pp | 16.93%-11.7pp | 7.63%-2.4pp |
| Employer contribution / active EE | $2,317 | $1,296+78.8% | $4,022-42.4% | $2,381-2.7% |
| Participant deferral / active EE | $1,204 | $2,280-47.2% | $3,344-64.0% | $3,470-65.3% |
| Admin fee / account holder | $4,190 | $3,501+19.7% | $5,019-16.5% | $4,888-14.3% |