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 | $93,054 | $84,556+10.0% | $116,228-19.9% | $74,304+25.2% |
| Participation rate | 72.6% | 66.0%+6.6pp | 74.6%-1.9pp | 60.3%+12.3pp |
| Annual return | 13.31% | 18.35%-5.0pp | 90.06%-76.7pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,274 | $2,168-41.2% | $2,994-57.4% | $2,241-43.1% |
| Participant deferral / active EE | $3,424 | $3,814-10.2% | $4,953-30.9% | $3,767-9.1% |
| Admin fee / account holder | $26,103 | $3,792+588.4% | $11,989+117.7% | $2,969+779.2% |