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 | $76,150 | $72,012+5.7% | $185,823-59.0% | $79,858-4.6% |
| Participation rate | 71.4% | 65.8%+5.7pp | 78.0%-6.6pp | 69.6%+1.8pp |
| Annual return | 13.71% | 23.12%-9.4pp | 35.95%-22.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $972 | $1,965-50.5% | $4,087-76.2% | $2,471-60.7% |
| Participant deferral / active EE | $3,992 | $3,779+5.7% | $5,632-29.1% | $3,740+6.7% |
| Admin fee / account holder | $11,908 | $4,513+163.9% | $9,500+25.3% | $5,306+124.4% |