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 | $68,738 | $88,634-22.4% | $101,326-32.2% | $74,304-7.5% |
| Participation rate | 88.0% | 76.9%+11.1pp | 81.5%+6.5pp | 60.3%+27.6pp |
| Annual return | 19.52% | 33.10%-13.6pp | 36.82%-17.3pp | 29.43%-9.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $14,105 | $7,322+92.6% | $7,994+76.5% | $3,767+274.4% |
| Admin fee / account holder | $5,845 | $2,425+141.0% | $11,185-47.7% | $2,969+96.9% |