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 | $73,872 | $78,422-5.8% | $95,952-23.0% | $79,858-7.5% |
| Participation rate | 73.0% | 73.5%-0.5pp | 77.1%-4.1pp | 69.6%+3.3pp |
| Annual return | 10.60% | 19.37%-8.8pp | 91.61%-81.0pp | 31.71%-21.1pp |
| Employer contribution / active EE | $1,580 | $1,945-18.8% | $2,541-37.8% | $2,471-36.1% |
| Participant deferral / active EE | $2,334 | $3,440-32.2% | $4,167-44.0% | $3,740-37.6% |
| Admin fee / account holder | $1,509 | $5,622-73.2% | $6,795-77.8% | $5,306-71.6% |