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 | $70,762 | $68,547+3.2% | $120,354-41.2% | $80,856-12.5% |
| Participation rate | 92.9% | 61.6%+31.3pp | 71.9%+20.9pp | 67.6%+25.2pp |
| Annual return | 11.01% | 23.60%-12.6pp | 107.15%-96.1pp | 35.59%-24.6pp |
| Employer contribution / active EE | $713 | $2,051-65.3% | $3,463-79.4% | $2,755-74.1% |
| Participant deferral / active EE | $3,492 | $3,173+10.0% | $4,991-30.0% | $4,296-18.7% |
| Admin fee / account holder | $8,016 | $5,732+39.9% | $9,423-14.9% | $6,918+15.9% |