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 | $69,089 | $78,422-11.9% | $95,952-28.0% | $79,858-13.5% |
| Participation rate | 73.7% | 73.5%+0.2pp | 77.1%-3.4pp | 69.6%+4.1pp |
| Annual return | 12.87% | 19.37%-6.5pp | 91.61%-78.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,463 | $1,945-24.8% | $2,541-42.4% | $2,471-40.8% |
| Participant deferral / active EE | $3,735 | $3,440+8.6% | $4,167-10.4% | $3,740-0.1% |
| Admin fee / account holder | $14,519 | $5,622+158.2% | $6,795+113.7% | $5,306+173.6% |