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 | $62,334 | $78,422-20.5% | $95,952-35.0% | $79,858-21.9% |
| Participation rate | 82.0% | 73.5%+8.5pp | 77.1%+4.9pp | 69.6%+12.4pp |
| Annual return | 15.16% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,134 | $1,945-41.7% | $2,541-55.4% | $2,471-54.1% |
| Participant deferral / active EE | $3,168 | $3,440-7.9% | $4,167-24.0% | $3,740-15.3% |
| Admin fee / account holder | $743 | $5,622-86.8% | $6,795-89.1% | $5,306-86.0% |