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 | $70,842 | $103,376-31.5% | $87,100-18.7% | $152,861-53.7% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 16.76% | 28.10%-11.3pp | 28.19%-11.4pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,783 | $3,220-44.6% | $2,521-29.3% | $4,762-62.6% |
| Participant deferral / active EE | $3,595 | $4,778-24.8% | $4,049-11.2% | $5,850-38.6% |
| Admin fee / account holder | $1,753 | $12,205-85.6% | $7,497-76.6% | $11,596-84.9% |