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 | $67,249 | $180,028-62.6% | $138,135-51.3% | $158,922-57.7% |
| Participation rate | 90.0% | 82.2%+7.8pp | 78.7%+11.3pp | 82.0%+8.0pp |
| Annual return | 12.46% | 21.68%-9.2pp | 20.51%-8.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,660 | $7,470-77.8% | $5,587-70.3% | $4,761-65.1% |
| Participant deferral / active EE | $4,279 | $7,717-44.6% | $6,431-33.5% | $5,982-28.5% |
| Admin fee / account holder | $27,030 | $17,912+50.9% | $11,856+128.0% | $11,246+140.4% |