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 | $71,962 | $100,041-28.1% | $149,718-51.9% | $70,131+2.6% |
| Participation rate | 89.6% | 83.6%+6.0pp | 87.1%+2.5pp | 69.5%+20.0pp |
| Annual return | 13.72% | 27.43%-13.7pp | 1501.63%-1487.9pp | 73.14%-59.4pp |
| Employer contribution / active EE | $1,725 | $3,662-52.9% | $5,445-68.3% | $2,342-26.4% |
| Participant deferral / active EE | $3,157 | $4,983-36.6% | $6,569-51.9% | $3,332-5.2% |
| Admin fee / account holder | $11,029 | $8,286+33.1% | $11,283-2.2% | $4,645+137.4% |