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 | $76,011 | $64,839+17.2% | $95,585-20.5% | $84,808-10.4% |
| Participation rate | 88.3% | 63.8%+24.5pp | 72.1%+16.2pp | 68.3%+20.0pp |
| Annual return | 14.19% | -670.96%+685.1pp | 38.56%-24.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $2,505 | $1,759+42.4% | $2,527-0.8% | $2,631-4.8% |
| Participant deferral / active EE | $3,838 | $2,965+29.4% | $4,023-4.6% | $4,212-8.9% |
| Admin fee / account holder | $2,828 | $5,964-52.6% | $6,127-53.8% | $7,344-61.5% |