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 | $76,470 | $58,512+30.7% | $84,015-9.0% | $72,985+4.8% |
| Participation rate | 76.9% | 61.2%+15.7pp | 69.0%+7.9pp | 69.5%+7.4pp |
| Annual return | 22.84% | 28.93%-6.1pp | 71.31%-48.5pp | 81.00%-58.2pp |
| Employer contribution / active EE | $1,142 | $1,163-1.8% | $1,983-42.4% | $2,440-53.2% |
| Participant deferral / active EE | $3,277 | $2,394+36.9% | $3,239+1.2% | $3,607-9.2% |
| Admin fee / account holder | $615 | $4,569-86.5% | $6,101-89.9% | $5,124-88.0% |