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 | $77,536 | $78,422-1.1% | $95,952-19.2% | $79,858-2.9% |
| Participation rate | 92.3% | 73.5%+18.8pp | 77.1%+15.2pp | 69.6%+22.7pp |
| Annual return | 12.44% | 19.37%-6.9pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,494 | $1,945-23.2% | $2,541-41.2% | $2,471-39.5% |
| Participant deferral / active EE | $2,185 | $3,440-36.5% | $4,167-47.6% | $3,740-41.6% |
| Admin fee / account holder | $644 | $5,622-88.5% | $6,795-90.5% | $5,306-87.9% |