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 | $67,923 | $72,492-6.3% | $87,100-22.0% | $72,985-6.9% |
| Participation rate | 78.7% | 72.8%+5.8pp | 76.9%+1.8pp | 69.5%+9.2pp |
| Annual return | 21.03% | 24.46%-3.4pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,194 | $1,894-36.9% | $2,521-52.6% | $2,440-51.1% |
| Participant deferral / active EE | $3,014 | $3,270-7.8% | $4,049-25.5% | $3,607-16.4% |
| Admin fee / account holder | $2,705 | $5,055-46.5% | $7,497-63.9% | $5,124-47.2% |