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 | $66,901 | $89,355-25.1% | $141,162-52.6% | $72,985-8.3% |
| Participation rate | 89.3% | 75.1%+14.2pp | 82.5%+6.9pp | 69.5%+19.8pp |
| Annual return | 21.78% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,899 | $3,114+25.2% | $4,735-17.7% | $2,440+59.8% |
| Participant deferral / active EE | $3,348 | $5,418-38.2% | $6,709-50.1% | $3,607-7.2% |
| Admin fee / account holder | $10,045 | $5,958+68.6% | $10,261-2.1% | $5,124+96.0% |