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 | $72,729 | $99,985-27.3% | $146,665-50.4% | $85,850-15.3% |
| Participation rate | 80.9% | 73.1%+7.8pp | 80.1%+0.8pp | 69.3%+11.5pp |
| Annual return | 11.34% | 18.93%-7.6pp | 22.74%-11.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $2,458 | $2,559-3.9% | $4,136-40.6% | $2,565-4.2% |
| Participant deferral / active EE | $4,783 | $4,006+19.4% | $5,506-13.1% | $3,952+21.0% |
| Admin fee / account holder | $4,901 | $7,702-36.4% | $10,280-52.3% | $6,260-21.7% |