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 | $70,353 | $70,475-0.2% | $100,516-30.0% | $79,858-11.9% |
| Participation rate | 77.2% | 73.7%+3.5pp | 79.4%-2.2pp | 69.6%+7.6pp |
| Annual return | 17.79% | 21.90%-4.1pp | 30.89%-13.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $3,229 | $2,165+49.2% | $3,418-5.5% | $2,471+30.7% |
| Participant deferral / active EE | $8,172 | $5,181+57.7% | $6,270+30.3% | $3,740+118.5% |
| Admin fee / account holder | $5,952 | $4,478+32.9% | $8,081-26.4% | $5,306+12.2% |