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 | $68,846 | $63,861+7.8% | $104,607-34.2% | $79,858-13.8% |
| Participation rate | 79.8% | 64.9%+14.8pp | 74.1%+5.7pp | 69.6%+10.1pp |
| Annual return | 14.12% | 21.30%-7.2pp | 340.46%-326.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $968 | $1,588-39.0% | $2,681-63.9% | $2,471-60.8% |
| Participant deferral / active EE | $3,354 | $2,693+24.5% | $3,740-10.3% | $3,740-10.3% |
| Admin fee / account holder | $9,056 | $4,185+116.4% | $6,473+39.9% | $5,306+70.7% |