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 | $81,229 | $85,766-5.3% | $136,294-40.4% | $70,131+15.8% |
| Participation rate | 70.9% | 74.2%-3.2pp | 81.9%-11.0pp | 69.5%+1.4pp |
| Annual return | 18.96% | 31.45%-12.5pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,024 | $2,966-65.5% | $4,695-78.2% | $2,342-56.3% |
| Participant deferral / active EE | $5,122 | $5,051+1.4% | $6,247-18.0% | $3,332+53.7% |
| Admin fee / account holder | $13,383 | $5,420+146.9% | $9,243+44.8% | $4,645+188.1% |