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 | $56,878 | $79,171-28.2% | $102,423-44.5% | $74,495-23.6% |
| Participation rate | 89.5% | 74.8%+14.7pp | 76.5%+13.0pp | 67.2%+22.3pp |
| Annual return | 12.19% | 54.93%-42.7pp | 29.32%-17.1pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,094 | $2,362+31.0% | $3,023+2.3% | $2,623+18.0% |
| Participant deferral / active EE | $2,863 | $4,415-35.2% | $5,053-43.3% | $4,346-34.1% |
| Admin fee / account holder | $2,244 | $2,001+12.2% | $9,451-76.3% | $1,942+15.6% |