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 | $72,715 | $78,422-7.3% | $95,952-24.2% | $79,858-8.9% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 15.36% | 19.37%-4.0pp | 91.61%-76.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $877 | $1,945-54.9% | $2,541-65.5% | $2,471-64.5% |
| Participant deferral / active EE | $3,061 | $3,440-11.0% | $4,167-26.5% | $3,740-18.2% |
| Admin fee / account holder | $2,492 | $5,622-55.7% | $6,795-63.3% | $5,306-53.0% |