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 | $66,783 | $48,364+38.1% | $71,796-7.0% | $62,891+6.2% |
| Participation rate | 77.2% | 60.6%+16.6pp | 69.1%+8.1pp | 69.3%+7.9pp |
| Annual return | 8.82% | 13.16%-4.3pp | 78.04%-69.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,059 | $1,042+1.6% | $1,924-45.0% | $2,281-53.6% |
| Participant deferral / active EE | $3,440 | $2,091+64.5% | $2,794+23.1% | $3,203+7.4% |
| Admin fee / account holder | $2,063 | $3,771-45.3% | $4,815-57.2% | $4,296-52.0% |