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 | $72,891 | $64,324+13.3% | $118,925-38.7% | $79,858-8.7% |
| Participation rate | 90.2% | 64.9%+25.3pp | 75.4%+14.8pp | 69.6%+20.6pp |
| Annual return | 11.93% | 86.45%-74.5pp | 35.88%-24.0pp | 31.71%-19.8pp |
| Employer contribution / active EE | $567 | $1,836-69.1% | $3,263-82.6% | $2,471-77.0% |
| Participant deferral / active EE | $3,262 | $2,824+15.5% | $4,265-23.5% | $3,740-12.8% |
| Admin fee / account holder | $3,476 | $4,040-14.0% | $6,581-47.2% | $5,306-34.5% |