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 | $69,901 | $77,634-10.0% | $156,549-55.3% | $62,891+11.1% |
| Participation rate | 92.1% | 71.2%+20.9pp | 84.0%+8.1pp | 69.3%+22.8pp |
| Annual return | 7.05% | 50.32%-43.3pp | 32.23%-25.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,475 | $3,444+0.9% | $5,501-36.8% | $2,281+52.4% |
| Participant deferral / active EE | $2,337 | $3,045-23.3% | $4,871-52.0% | $3,203-27.0% |
| Admin fee / account holder | $410 | $5,561-92.6% | $13,027-96.9% | $4,296-90.5% |