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 | $85,876 | $48,795+76.0% | $65,493+31.1% | $84,808+1.3% |
| Participation rate | 75.8% | 67.0%+8.8pp | 73.1%+2.7pp | 68.3%+7.4pp |
| Annual return | 11.95% | 20.20%-8.2pp | 982.45%-970.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,957 | $1,930+1.4% | $2,574-24.0% | $2,631-25.6% |
| Participant deferral / active EE | $2,839 | $2,928-3.1% | $3,961-28.3% | $4,212-32.6% |
| Admin fee / account holder | $15,409 | $3,877+297.4% | $5,028+206.5% | $7,344+109.8% |