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 | $72,132 | $74,927-3.7% | $101,794-29.1% | $84,808-14.9% |
| Participation rate | 90.0% | 61.4%+28.6pp | 69.2%+20.8pp | 68.3%+21.7pp |
| Annual return | 15.59% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,932 | $1,522+27.0% | $2,289-15.6% | $2,631-26.6% |
| Participant deferral / active EE | $3,321 | $3,099+7.2% | $4,084-18.7% | $4,212-21.1% |
| Admin fee / account holder | $8,818 | $6,514+35.4% | $8,777+0.5% | $7,344+20.1% |