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 | $71,910 | $65,041+10.6% | $90,951-20.9% | $79,858-10.0% |
| Participation rate | 72.1% | 61.6%+10.5pp | 69.0%+3.1pp | 69.6%+2.5pp |
| Annual return | 11.61% | 30.45%-18.8pp | 134.60%-123.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $324 | $1,247-74.1% | $2,122-84.8% | $2,471-86.9% |
| Participant deferral / active EE | $3,067 | $2,512+22.1% | $3,373-9.1% | $3,740-18.0% |
| Admin fee / account holder | $2,590 | $4,536-42.9% | $5,959-56.5% | $5,306-51.2% |