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 | $71,265 | $78,422-9.1% | $95,952-25.7% | $79,858-10.8% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.1pp |
| Annual return | 13.63% | 19.37%-5.7pp | 91.61%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,835 | $1,945+97.2% | $2,541+50.9% | $2,471+55.2% |
| Participant deferral / active EE | $3,225 | $3,440-6.3% | $4,167-22.6% | $3,740-13.8% |
| Admin fee / account holder | $10,645 | $5,622+89.4% | $6,795+56.7% | $5,306+100.6% |