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 | $70,408 | $110,257-36.1% | $96,544-27.1% | $139,434-49.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 17.58% | 26.32%-8.7pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $1,798 | $3,620-50.3% | $2,965-39.4% | $4,751-62.2% |
| Participant deferral / active EE | $4,837 | $5,548-12.8% | $4,851-0.3% | $6,710-27.9% |
| Admin fee / account holder | $1,281 | $11,591-88.9% | $8,252-84.5% | $11,403-88.8% |