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 | $79,810 | $78,422+1.8% | $95,952-16.8% | $79,858-0.1% |
| Participation rate | 98.0% | 73.5%+24.5pp | 77.1%+20.9pp | 69.6%+28.4pp |
| Annual return | 11.35% | 19.37%-8.0pp | 91.61%-80.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $3,601 | $1,945+85.1% | $2,541+41.7% | $2,471+45.7% |
| Participant deferral / active EE | $9,487 | $3,440+175.8% | $4,167+127.7% | $3,740+153.7% |
| Admin fee / account holder | $2,734 | $5,622-51.4% | $6,795-59.8% | $5,306-48.5% |