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 | $68,958 | $57,541+19.8% | $95,745-28.0% | $75,163-8.3% |
| Participation rate | 76.2% | 62.5%+13.7pp | 72.3%+3.9pp | 67.2%+9.0pp |
| Annual return | 14.26% | 34.93%-20.7pp | 28.35%-14.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $678 | $1,808-62.5% | $2,835-76.1% | $2,670-74.6% |
| Participant deferral / active EE | $1,727 | $3,074-43.8% | $4,245-59.3% | $4,125-58.1% |
| Admin fee / account holder | $22,782 | $4,099+455.8% | $5,678+301.2% | $5,651+303.2% |