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 | $65,061 | $64,324+1.1% | $118,925-45.3% | $79,858-18.5% |
| Participation rate | 73.3% | 64.9%+8.5pp | 75.4%-2.0pp | 69.6%+3.7pp |
| Annual return | 12.63% | 86.45%-73.8pp | 35.88%-23.3pp | 31.71%-19.1pp |
| Employer contribution / active EE | $797 | $1,836-56.6% | $3,263-75.6% | $2,471-67.8% |
| Participant deferral / active EE | $3,560 | $2,824+26.1% | $4,265-16.5% | $3,740-4.8% |
| Admin fee / account holder | $19,623 | $4,040+385.7% | $6,581+198.2% | $5,306+269.8% |