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 | $63,003 | $52,279+20.5% | $89,391-29.5% | $79,858-21.1% |
| Participation rate | 76.0% | 57.5%+18.5pp | 68.0%+8.0pp | 69.6%+6.4pp |
| Annual return | 16.17% | 22.16%-6.0pp | 245.62%-229.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,907 | $2,740+6.1% | $3,890-25.3% | $3,740-22.3% |
| Admin fee / account holder | $667 | $3,356-80.1% | $4,881-86.3% | $5,306-87.4% |