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 | $69,993 | $65,365+7.1% | $92,893-24.7% | $72,985-4.1% |
| Participation rate | 85.0% | 68.3%+16.7pp | 76.0%+9.0pp | 69.5%+15.5pp |
| Annual return | 22.49% | 42.10%-19.6pp | 109.41%-86.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,258 | $2,594-51.5% | $3,653-65.6% | $2,440-48.4% |
| Participant deferral / active EE | $2,841 | $3,128-9.2% | $4,236-32.9% | $3,607-21.2% |
| Admin fee / account holder | $505 | $4,251-88.1% | $5,794-91.3% | $5,124-90.1% |