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 | $67,913 | $78,422-13.4% | $95,952-29.2% | $79,858-15.0% |
| Participation rate | 95.9% | 73.5%+22.5pp | 77.1%+18.9pp | 69.6%+26.3pp |
| Annual return | 12.48% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,923 | $1,945-1.1% | $2,541-24.3% | $2,471-22.2% |
| Participant deferral / active EE | $4,371 | $3,440+27.1% | $4,167+4.9% | $3,740+16.9% |
| Admin fee / account holder | $15,703 | $5,622+179.3% | $6,795+131.1% | $5,306+195.9% |