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 | $71,510 | $91,190-21.6% | $178,490-59.9% | $79,858-10.5% |
| Participation rate | 98.1% | 69.2%+28.9pp | 81.9%+16.2pp | 69.6%+28.5pp |
| Annual return | 21.67% | 24.19%-2.5pp | 151.07%-129.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $1,831 | $3,256-43.8% | $5,011-63.5% | $2,471-25.9% |
| Participant deferral / active EE | $2,764 | $3,236-14.6% | $5,202-46.9% | $3,740-26.1% |
| Admin fee / account holder | $3,918 | $6,751-42.0% | $13,984-72.0% | $5,306-26.2% |