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 | $90,780 | $61,774+47.0% | $97,226-6.6% | $80,856+12.3% |
| Participation rate | 73.4% | 63.5%+9.9pp | 72.7%+0.7pp | 67.6%+5.8pp |
| Annual return | 14.17% | -557.90%+572.1pp | 75.13%-61.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $616 | $1,837-66.5% | $2,729-77.4% | $2,755-77.7% |
| Participant deferral / active EE | $3,816 | $3,029+26.0% | $4,264-10.5% | $4,296-11.2% |
| Admin fee / account holder | $4,568 | $5,166-11.6% | $5,654-19.2% | $6,918-34.0% |