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 | $62,831 | $78,422-19.9% | $95,952-34.5% | $79,858-21.3% |
| Participation rate | 98.5% | 73.5%+25.0pp | 77.1%+21.4pp | 69.6%+28.9pp |
| Annual return | 28.87% | 19.37%+9.5pp | 91.61%-62.7pp | 31.71%-2.8pp |
| Employer contribution / active EE | $1,387 | $1,945-28.7% | $2,541-45.4% | $2,471-43.9% |
| Participant deferral / active EE | $3,959 | $3,440+15.1% | $4,167-5.0% | $3,740+5.9% |
| Admin fee / account holder | $5,444 | $5,622-3.2% | $6,795-19.9% | $5,306+2.6% |