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 | $56,598 | $51,576+9.7% | $129,207-56.2% | $80,856-30.0% |
| Participation rate | 70.6% | 57.0%+13.6pp | 69.6%+1.0pp | 67.6%+3.0pp |
| Annual return | 13.30% | 20.81%-7.5pp | 9417.33%-9404.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,607 | $1,584+1.5% | $4,153-61.3% | $2,755-41.7% |
| Participant deferral / active EE | $3,471 | $2,669+30.0% | $4,168-16.7% | $4,296-19.2% |
| Admin fee / account holder | $2,447 | $4,305-43.2% | $7,715-68.3% | $6,918-64.6% |