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 | $89,921 | $78,485+14.6% | $106,213-15.3% | $74,495+20.7% |
| Participation rate | 70.8% | 72.8%-2.1pp | 75.3%-4.5pp | 67.2%+3.6pp |
| Annual return | 20.37% | 15.95%+4.4pp | 116.14%-95.8pp | 1364.94%-1344.6pp |
| Employer contribution / active EE | $1,489 | $2,523-41.0% | $3,171-53.1% | $2,623-43.3% |
| Participant deferral / active EE | $2,077 | $4,322-52.0% | $5,016-58.6% | $4,346-52.2% |
| Admin fee / account holder | $2,493 | $2,232+11.7% | $11,033-77.4% | $1,942+28.4% |