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 | $73,143 | $103,376-29.2% | $87,100-16.0% | $152,861-52.2% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 22.23% | 28.10%-5.9pp | 28.19%-6.0pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,103 | $3,220-65.8% | $2,521-56.3% | $4,762-76.8% |
| Participant deferral / active EE | $1,588 | $4,778-66.8% | $4,049-60.8% | $5,850-72.9% |
| Admin fee / account holder | $2,883 | $12,205-76.4% | $7,497-61.5% | $11,596-75.1% |