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 | $72,103 | $107,452-32.9% | $91,541-21.2% | $142,382-49.4% |
| Participation rate | 91.7% | 75.1%+16.6pp | 69.8%+21.9pp | 80.1%+11.5pp |
| Annual return | 14.47% | 22.06%-7.6pp | 20.50%-6.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,721 | $2,994+24.3% | $2,505+48.6% | $4,299-13.5% |
| Participant deferral / active EE | $10,710 | $4,754+125.3% | $4,008+167.2% | $6,507+64.6% |
| Admin fee / account holder | $2,512 | $8,834-71.6% | $6,956-63.9% | $12,624-80.1% |