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 | $75,952 | $64,324+18.1% | $118,925-36.1% | $79,858-4.9% |
| Participation rate | 97.0% | 64.9%+32.1pp | 75.4%+21.6pp | 69.6%+27.3pp |
| Annual return | 10.00% | 86.45%-76.5pp | 35.88%-25.9pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,588 | $1,836+40.9% | $3,263-20.7% | $2,471+4.7% |
| Participant deferral / active EE | $2,410 | $2,824-14.6% | $4,265-43.5% | $3,740-35.6% |
| Admin fee / account holder | $10,652 | $4,040+163.7% | $6,581+61.9% | $5,306+100.7% |