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 | $74,139 | $57,354+29.3% | $83,848-11.6% | $64,186+15.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 6.57% | 11.38%-4.8pp | 850.88%-844.3pp | 7.63%-1.1pp |
| Employer contribution / active EE | $714 | $2,545-71.9% | $3,631-80.3% | $2,381-70.0% |
| Participant deferral / active EE | $1,441 | $2,993-51.9% | $4,082-64.7% | $3,470-58.5% |
| Admin fee / account holder | $4,601 | $4,046+13.7% | $5,478-16.0% | $4,888-5.9% |