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 | $68,220 | $48,795+39.8% | $65,493+4.2% | $84,808-19.6% |
| Participation rate | 74.2% | 67.0%+7.2pp | 73.1%+1.1pp | 68.3%+5.9pp |
| Annual return | 19.19% | 20.20%-1.0pp | 982.45%-963.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,741 | $1,930-9.8% | $2,574-32.4% | $2,631-33.8% |
| Participant deferral / active EE | $3,989 | $2,928+36.2% | $3,961+0.7% | $4,212-5.3% |
| Admin fee / account holder | $1,294 | $3,877-66.6% | $5,028-74.3% | $7,344-82.4% |