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 | $72,003 | $64,324+11.9% | $118,925-39.5% | $79,858-9.8% |
| Participation rate | 87.3% | 64.9%+22.4pp | 75.4%+11.9pp | 69.6%+17.7pp |
| Annual return | 18.35% | 86.45%-68.1pp | 35.88%-17.5pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,331 | $1,836-27.5% | $3,263-59.2% | $2,471-46.1% |
| Participant deferral / active EE | $2,444 | $2,824-13.4% | $4,265-42.7% | $3,740-34.6% |
| Admin fee / account holder | $7,160 | $4,040+77.2% | $6,581+8.8% | $5,306+34.9% |