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 | $67,442 | $72,492-7.0% | $87,100-22.6% | $72,985-7.6% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 22.48% | 24.46%-2.0pp | 28.19%-5.7pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,152 | $1,894-39.2% | $2,521-54.3% | $2,440-52.8% |
| Participant deferral / active EE | $3,010 | $3,270-7.9% | $4,049-25.7% | $3,607-16.6% |
| Admin fee / account holder | $11,075 | $5,055+119.1% | $7,497+47.7% | $5,124+116.1% |