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 | $86,511 | $73,638+17.5% | $95,952-9.8% | $73,488+17.7% |
| Participation rate | 74.4% | 76.2%-1.8pp | 77.1%-2.7pp | 70.7%+3.7pp |
| Annual return | 17.62% | 16.78%+0.8pp | 91.61%-74.0pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,895 | $1,863+1.7% | $2,541-25.4% | $2,270-16.5% |
| Participant deferral / active EE | $3,639 | $3,617+0.6% | $4,167-12.7% | $3,740-2.7% |
| Admin fee / account holder | $2,081 | $482+331.7% | $6,795-69.4% | $513+305.7% |