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 | $73,725 | $78,422-6.0% | $95,952-23.2% | $79,858-7.7% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.4pp | 69.6%+26.8pp |
| Annual return | 18.16% | 19.37%-1.2pp | 91.61%-73.4pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,955 | $1,945+0.5% | $2,541-23.0% | $2,471-20.9% |
| Participant deferral / active EE | $3,905 | $3,440+13.5% | $4,167-6.3% | $3,740+4.4% |
| Admin fee / account holder | $5,234 | $5,622-6.9% | $6,795-23.0% | $5,306-1.4% |