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 | $75,761 | $72,492+4.5% | $87,100-13.0% | $72,985+3.8% |
| Participation rate | 79.2% | 72.8%+6.4pp | 76.9%+2.4pp | 69.5%+9.7pp |
| Annual return | 56.46% | 24.46%+32.0pp | 28.19%+28.3pp | 81.00%-24.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,998 | $3,270-38.9% | $4,049-50.6% | $3,607-44.6% |
| Admin fee / account holder | $2,431 | $5,055-51.9% | $7,497-67.6% | $5,124-52.6% |