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 | $83,614 | $91,190-8.3% | $178,490-53.2% | $79,858+4.7% |
| Participation rate | 96.4% | 69.2%+27.2pp | 81.9%+14.5pp | 69.6%+26.8pp |
| Annual return | 15.95% | 24.19%-8.2pp | 151.07%-135.1pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,321 | $3,256+2.0% | $5,011-33.7% | $2,471+34.4% |
| Participant deferral / active EE | $4,118 | $3,236+27.3% | $5,202-20.8% | $3,740+10.1% |
| Admin fee / account holder | $1,584 | $6,751-76.5% | $13,984-88.7% | $5,306-70.1% |