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 | $66,828 | $64,839+3.1% | $95,585-30.1% | $84,808-21.2% |
| Participation rate | 75.0% | 63.8%+11.2pp | 72.1%+2.9pp | 68.3%+6.7pp |
| Annual return | 25.23% | -670.96%+696.2pp | 38.56%-13.3pp | 40.90%-15.7pp |
| Employer contribution / active EE | $2,370 | $1,759+34.8% | $2,527-6.2% | $2,631-9.9% |
| Participant deferral / active EE | $4,642 | $2,965+56.6% | $4,023+15.4% | $4,212+10.2% |
| Admin fee / account holder | $2,026 | $5,964-66.0% | $6,127-66.9% | $7,344-72.4% |