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 | $69,810 | $78,422-11.0% | $95,952-27.2% | $79,858-12.6% |
| Participation rate | 92.9% | 73.5%+19.4pp | 77.1%+15.8pp | 69.6%+23.2pp |
| Annual return | 17.15% | 19.37%-2.2pp | 91.61%-74.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,977 | $1,945+1.6% | $2,541-22.2% | $2,471-20.0% |
| Participant deferral / active EE | $2,969 | $3,440-13.7% | $4,167-28.8% | $3,740-20.6% |
| Admin fee / account holder | $3,746 | $5,622-33.4% | $6,795-44.9% | $5,306-29.4% |