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 | $65,947 | $64,324+2.5% | $118,925-44.5% | $79,858-17.4% |
| Participation rate | 75.4% | 64.9%+10.5pp | 75.4%0pp | 69.6%+5.8pp |
| Annual return | 15.36% | 86.45%-71.1pp | 35.88%-20.5pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,098 | $1,836+14.3% | $3,263-35.7% | $2,471-15.1% |
| Participant deferral / active EE | $2,569 | $2,824-9.0% | $4,265-39.8% | $3,740-31.3% |
| Admin fee / account holder | $17,732 | $4,040+338.9% | $6,581+169.5% | $5,306+234.2% |