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 | $74,697 | $80,717-7.5% | $154,803-51.7% | $84,808-11.9% |
| Participation rate | 84.3% | 66.8%+17.5pp | 78.1%+6.2pp | 68.3%+16.0pp |
| Annual return | 15.85% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,961 | $2,761+7.2% | $4,305-31.2% | $2,631+12.5% |
| Participant deferral / active EE | $1,948 | $3,303-41.0% | $5,540-64.8% | $4,212-53.8% |
| Admin fee / account holder | $4,221 | $6,746-37.4% | $14,329-70.5% | $7,344-42.5% |