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 | $79,582 | $78,705+1.1% | $117,854-32.5% | $70,131+13.5% |
| Participation rate | 73.0% | 73.2%-0.2pp | 79.7%-6.6pp | 69.5%+3.5pp |
| Annual return | 14.59% | 23.30%-8.7pp | 335.08%-320.5pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,276 | $2,223-42.6% | $3,786-66.3% | $2,342-45.5% |
| Participant deferral / active EE | $2,456 | $3,297-25.5% | $4,482-45.2% | $3,332-26.3% |
| Admin fee / account holder | $800 | $5,065-84.2% | $8,020-90.0% | $4,645-82.8% |