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 | $69,033 | $62,573+10.3% | $85,682-19.4% | $85,850-19.6% |
| Participation rate | 83.0% | 61.1%+21.9pp | 69.9%+13.2pp | 69.3%+13.7pp |
| Annual return | 15.54% | 23.77%-8.2pp | 21.49%-6.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,826 | $1,757+3.9% | $2,618-30.3% | $2,565-28.8% |
| Participant deferral / active EE | $4,102 | $2,802+46.4% | $3,923+4.6% | $3,952+3.8% |
| Admin fee / account holder | $4,744 | $4,640+2.2% | $6,873-31.0% | $6,260-24.2% |