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 | $69,875 | $81,248-14.0% | $155,509-55.1% | $80,856-13.6% |
| Participation rate | 72.0% | 66.2%+5.8pp | 78.2%-6.2pp | 67.6%+4.4pp |
| Annual return | 12.66% | 33.31%-20.6pp | 64.67%-52.0pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,268 | $3,100-26.8% | $4,672-51.5% | $2,755-17.7% |
| Participant deferral / active EE | $3,858 | $3,452+11.8% | $5,626-31.4% | $4,296-10.2% |
| Admin fee / account holder | $488 | $7,997-93.9% | $15,912-96.9% | $6,918-92.9% |