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 | $67,299 | $80,968-16.9% | $96,544-30.3% | $75,163-10.5% |
| Participation rate | 73.2% | 71.8%+1.4pp | 76.0%-2.7pp | 67.2%+6.0pp |
| Annual return | 20.05% | 27.06%-7.0pp | 25.84%-5.8pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,856 | $2,282-18.6% | $2,965-37.4% | $2,670-30.5% |
| Participant deferral / active EE | $4,544 | $3,928+15.7% | $4,851-6.3% | $4,125+10.2% |
| Admin fee / account holder | $4,493 | $6,724-33.2% | $8,252-45.6% | $5,651-20.5% |