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 | $70,037 | $100,041-30.0% | $149,718-53.2% | $70,131-0.1% |
| Participation rate | 86.3% | 83.6%+2.7pp | 87.1%-0.8pp | 69.5%+16.8pp |
| Annual return | 16.68% | 27.43%-10.7pp | 1501.63%-1484.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,366 | $3,662-35.4% | $5,445-56.5% | $2,342+1.0% |
| Participant deferral / active EE | $3,360 | $4,983-32.6% | $6,569-48.8% | $3,332+0.9% |
| Admin fee / account holder | $3,711 | $8,286-55.2% | $11,283-67.1% | $4,645-20.1% |