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 | $63,141 | $48,795+29.4% | $65,493-3.6% | $84,808-25.5% |
| Participation rate | 82.5% | 67.0%+15.5pp | 73.1%+9.4pp | 68.3%+14.2pp |
| Annual return | 14.59% | 20.20%-5.6pp | 982.45%-967.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,150 | $1,930-40.4% | $2,574-55.3% | $2,631-56.3% |
| Participant deferral / active EE | $6,033 | $2,928+106.0% | $3,961+52.3% | $4,212+43.2% |
| Admin fee / account holder | $1,735 | $3,877-55.2% | $5,028-65.5% | $7,344-76.4% |