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 | $66,334 | $78,422-15.4% | $95,952-30.9% | $79,858-16.9% |
| Participation rate | 71.8% | 73.5%-1.7pp | 77.1%-5.3pp | 69.6%+2.2pp |
| Annual return | 20.72% | 19.37%+1.3pp | 91.61%-70.9pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,489 | $1,945-23.4% | $2,541-41.4% | $2,471-39.7% |
| Participant deferral / active EE | $3,994 | $3,440+16.1% | $4,167-4.2% | $3,740+6.8% |
| Admin fee / account holder | $14,616 | $5,622+160.0% | $6,795+115.1% | $5,306+175.4% |