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 | $73,533 | $99,985-26.5% | $146,665-49.9% | $85,850-14.3% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 12.57% | 18.93%-6.4pp | 22.74%-10.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,333 | $2,559-8.8% | $4,136-43.6% | $2,565-9.1% |
| Participant deferral / active EE | $3,439 | $4,006-14.1% | $5,506-37.5% | $3,952-13.0% |
| Admin fee / account holder | $12,428 | $7,702+61.4% | $10,280+20.9% | $6,260+98.5% |