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 | $72,760 | $124,881-41.7% | $209,409-65.3% | $116,875-37.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 80.4%-5.4pp | 74.5%+0.5pp |
| Annual return | 16.11% | 14.56%+1.6pp | 159.49%-143.4pp | 16.29%-0.2pp |
| Employer contribution / active EE | $1,670 | $2,588-35.5% | $5,035-66.8% | $3,288-49.2% |
| Participant deferral / active EE | $3,356 | $3,793-11.5% | $4,230-20.7% | $3,885-13.6% |
| Admin fee / account holder | $16,172 | $12,933+25.0% | $16,474-1.8% | $12,263+31.9% |