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 | $71,038 | $72,492-2.0% | $87,100-18.4% | $72,985-2.7% |
| Participation rate | 83.3% | 72.8%+10.5pp | 76.9%+6.5pp | 69.5%+13.8pp |
| Annual return | 17.75% | 24.46%-6.7pp | 28.19%-10.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,645 | $1,894-13.1% | $2,521-34.8% | $2,440-32.6% |
| Participant deferral / active EE | $2,554 | $3,270-21.9% | $4,049-36.9% | $3,607-29.2% |
| Admin fee / account holder | $5,354 | $5,055+5.9% | $7,497-28.6% | $5,124+4.5% |