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 | $76,794 | $65,041+18.1% | $90,951-15.6% | $79,858-3.8% |
| Participation rate | 84.8% | 61.6%+23.2pp | 69.0%+15.8pp | 69.6%+15.2pp |
| Annual return | 19.36% | 30.45%-11.1pp | 134.60%-115.2pp | 31.71%-12.4pp |
| Employer contribution / active EE | $596 | $1,247-52.2% | $2,122-71.9% | $2,471-75.9% |
| Participant deferral / active EE | $1,969 | $2,512-21.6% | $3,373-41.6% | $3,740-47.4% |
| Admin fee / account holder | $4,456 | $4,536-1.8% | $5,959-25.2% | $5,306-16.0% |