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 | $83,918 | $78,422+7.0% | $95,952-12.5% | $79,858+5.1% |
| Participation rate | 79.2% | 73.5%+5.7pp | 77.1%+2.1pp | 69.6%+9.5pp |
| Annual return | 15.79% | 19.37%-3.6pp | 91.61%-75.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $865 | $1,945-55.5% | $2,541-65.9% | $2,471-65.0% |
| Participant deferral / active EE | $3,248 | $3,440-5.6% | $4,167-22.0% | $3,740-13.1% |
| Admin fee / account holder | $9,239 | $5,622+64.3% | $6,795+36.0% | $5,306+74.1% |