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 | $71,829 | $76,552-6.2% | $123,892-42.0% | $62,891+14.2% |
| Participation rate | 72.7% | 73.0%-0.3pp | 81.4%-8.7pp | 69.3%+3.4pp |
| Annual return | 5.91% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $896 | $2,883-68.9% | $4,617-80.6% | $2,281-60.7% |
| Participant deferral / active EE | $3,375 | $4,840-30.3% | $5,984-43.6% | $3,203+5.4% |
| Admin fee / account holder | $3,179 | $4,826-34.1% | $8,357-62.0% | $4,296-26.0% |