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 | $74,186 | $99,985-25.8% | $146,665-49.4% | $85,850-13.6% |
| Participation rate | 81.6% | 73.1%+8.5pp | 80.1%+1.5pp | 69.3%+12.3pp |
| Annual return | 11.78% | 18.93%-7.2pp | 22.74%-11.0pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,469 | $2,559-42.6% | $4,136-64.5% | $2,565-42.7% |
| Participant deferral / active EE | $3,713 | $4,006-7.3% | $5,506-32.6% | $3,952-6.0% |
| Admin fee / account holder | $7,978 | $7,702+3.6% | $10,280-22.4% | $6,260+27.4% |