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 | $70,889 | $78,422-9.6% | $95,952-26.1% | $79,858-11.2% |
| Participation rate | 83.3% | 73.5%+9.8pp | 77.1%+6.3pp | 69.6%+13.7pp |
| Annual return | 15.10% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $1,099 | $1,945-43.5% | $2,541-56.8% | $2,471-55.5% |
| Participant deferral / active EE | $4,540 | $3,440+32.0% | $4,167+8.9% | $3,740+21.4% |
| Admin fee / account holder | $1,616 | $5,622-71.2% | $6,795-76.2% | $5,306-69.5% |