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 | $68,242 | $64,839+5.2% | $95,585-28.6% | $84,808-19.5% |
| Participation rate | 92.5% | 63.8%+28.7pp | 72.1%+20.4pp | 68.3%+24.2pp |
| Annual return | 21.35% | -670.96%+692.3pp | 38.56%-17.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $764 | $1,759-56.6% | $2,527-69.8% | $2,631-71.0% |
| Participant deferral / active EE | $3,976 | $2,965+34.1% | $4,023-1.2% | $4,212-5.6% |
| Admin fee / account holder | $5,687 | $5,964-4.7% | $6,127-7.2% | $7,344-22.6% |