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 | $84,120 | $78,705+6.9% | $117,854-28.6% | $70,131+19.9% |
| Participation rate | 84.8% | 73.2%+11.6pp | 79.7%+5.1pp | 69.5%+15.3pp |
| Annual return | 14.98% | 23.30%-8.3pp | 335.08%-320.1pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,076 | $2,223-51.6% | $3,786-71.6% | $2,342-54.1% |
| Participant deferral / active EE | $3,373 | $3,297+2.3% | $4,482-24.7% | $3,332+1.3% |
| Admin fee / account holder | $3,700 | $5,065-27.0% | $8,020-53.9% | $4,645-20.3% |