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 | $64,398 | $94,625-31.9% | $116,228-44.6% | $84,808-24.1% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.6%+11.2pp | 68.3%+17.4pp |
| Annual return | 14.27% | 20.40%-6.1pp | 90.06%-75.8pp | 40.90%-26.6pp |
| Employer contribution / active EE | $837 | $2,347-64.3% | $2,994-72.0% | $2,631-68.2% |
| Participant deferral / active EE | $3,980 | $3,972+0.2% | $4,953-19.6% | $4,212-5.5% |
| Admin fee / account holder | $6,416 | $10,091-36.4% | $11,989-46.5% | $7,344-12.6% |