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 | $61,374 | $51,576+19.0% | $129,207-52.5% | $80,856-24.1% |
| Participation rate | 72.2% | 57.0%+15.2pp | 69.6%+2.6pp | 67.6%+4.6pp |
| Annual return | 13.16% | 20.81%-7.6pp | 9417.33%-9404.2pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,999 | $1,584+26.2% | $4,153-51.9% | $2,755-27.4% |
| Participant deferral / active EE | $4,270 | $2,669+60.0% | $4,168+2.5% | $4,296-0.6% |
| Admin fee / account holder | $1,845 | $4,305-57.1% | $7,715-76.1% | $6,918-73.3% |