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 | $68,478 | $94,625-27.6% | $116,228-41.1% | $84,808-19.3% |
| Participation rate | 73.1% | 70.4%+2.6pp | 74.6%-1.5pp | 68.3%+4.8pp |
| Annual return | 13.71% | 20.40%-6.7pp | 90.06%-76.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,159 | $2,347-50.6% | $2,994-61.3% | $2,631-55.9% |
| Participant deferral / active EE | $3,351 | $3,972-15.6% | $4,953-32.4% | $4,212-20.4% |
| Admin fee / account holder | $23,314 | $10,091+131.0% | $11,989+94.5% | $7,344+217.5% |