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 | $73,325 | $109,413-33.0% | $156,263-53.1% | $84,808-13.5% |
| Participation rate | 91.8% | 72.7%+19.1pp | 78.9%+12.9pp | 68.3%+23.5pp |
| Annual return | 21.35% | 20.18%+1.2pp | 59.47%-38.1pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,526 | $2,907-13.1% | $4,333-41.7% | $2,631-4.0% |
| Participant deferral / active EE | $4,756 | $4,590+3.6% | $6,158-22.8% | $4,212+12.9% |
| Admin fee / account holder | $1,994 | $9,357-78.7% | $14,255-86.0% | $7,344-72.8% |