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 | $75,584 | $78,422-3.6% | $95,952-21.2% | $79,858-5.4% |
| Participation rate | 82.1% | 73.5%+8.7pp | 77.1%+5.1pp | 69.6%+12.5pp |
| Annual return | 15.32% | 19.37%-4.0pp | 91.61%-76.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,157 | $1,945-40.5% | $2,541-54.5% | $2,471-53.2% |
| Participant deferral / active EE | $2,384 | $3,440-30.7% | $4,167-42.8% | $3,740-36.3% |
| Admin fee / account holder | $2,883 | $5,622-48.7% | $6,795-57.6% | $5,306-45.7% |