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 | $71,094 | $73,933-3.8% | $96,683-26.5% | $75,163-5.4% |
| Participation rate | 72.4% | 66.4%+6.0pp | 74.3%-1.9pp | 67.2%+5.2pp |
| Annual return | 13.96% | 26.70%-12.7pp | 35.69%-21.7pp | 160.62%-146.7pp |
| Employer contribution / active EE | $2,072 | $2,928-29.2% | $3,737-44.5% | $2,670-22.4% |
| Participant deferral / active EE | $1,932 | $3,659-47.2% | $4,878-60.4% | $4,125-53.2% |
| Admin fee / account holder | $660 | $5,216-87.3% | $6,730-90.2% | $5,651-88.3% |