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 | $69,815 | $90,503-22.9% | $78,689-11.3% | $273,961-74.5% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 10.12% | 75.60%-65.5pp | 62.18%-52.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,984 | $3,176-37.5% | $2,851-30.4% | $4,869-59.2% |
| Participant deferral / active EE | $2,566 | $3,901-34.2% | $3,517-27.0% | $5,287-51.5% |
| Admin fee / account holder | $2,541 | $5,263-51.7% | $4,510-43.7% | $10,132-74.9% |