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 | $70,546 | $117,841-40.1% | $102,423-31.1% | $145,922-51.7% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 18.87% | 31.65%-12.8pp | 29.32%-10.4pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,825 | $3,615-21.8% | $3,023-6.6% | $4,660-39.4% |
| Participant deferral / active EE | $3,132 | $5,731-45.4% | $5,053-38.0% | $6,688-53.2% |
| Admin fee / account holder | $2,115 | $13,326-84.1% | $9,451-77.6% | $13,397-84.2% |