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 | $69,352 | $65,041+6.6% | $90,951-23.7% | $79,858-13.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.86% | 30.45%-17.6pp | 134.60%-121.7pp | 31.71%-18.9pp |
| Employer contribution / active EE | $813 | $1,247-34.8% | $2,122-61.7% | $2,471-67.1% |
| Participant deferral / active EE | $5,146 | $2,512+104.9% | $3,373+52.6% | $3,740+37.6% |
| Admin fee / account holder | $5,842 | $4,536+28.8% | $5,959-2.0% | $5,306+10.1% |