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 | $63,627 | $53,127+19.8% | $86,590-26.5% | $70,131-9.3% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 17.31% | 27.66%-10.4pp | 964.84%-947.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $612 | $2,068-70.4% | $2,839-78.4% | $2,342-73.9% |
| Participant deferral / active EE | $3,614 | $2,696+34.1% | $3,609+0.2% | $3,332+8.5% |
| Admin fee / account holder | $3,735 | $3,585+4.2% | $4,906-23.9% | $4,645-19.6% |