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 | $68,738 | $86,286-20.3% | $111,297-38.2% | $85,850-19.9% |
| Participation rate | 89.3% | 73.3%+16.0pp | 77.3%+12.0pp | 69.3%+20.0pp |
| Annual return | 28.72% | 19.99%+8.7pp | 54.65%-25.9pp | 318.53%-289.8pp |
| Employer contribution / active EE | $1,954 | $2,043-4.4% | $2,731-28.5% | $2,565-23.8% |
| Participant deferral / active EE | $3,784 | $3,641+3.9% | $4,487-15.7% | $3,952-4.3% |
| Admin fee / account holder | $3,460 | $8,188-57.7% | $7,964-56.5% | $6,260-44.7% |