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 | $69,607 | $65,041+7.0% | $90,951-23.5% | $79,858-12.8% |
| Participation rate | 78.6% | 61.6%+17.0pp | 69.0%+9.6pp | 69.6%+8.9pp |
| Annual return | 16.68% | 30.45%-13.8pp | 134.60%-117.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,497 | $1,247+20.0% | $2,122-29.5% | $2,471-39.4% |
| Participant deferral / active EE | $2,357 | $2,512-6.2% | $3,373-30.1% | $3,740-37.0% |
| Admin fee / account holder | $2,949 | $4,536-35.0% | $5,959-50.5% | $5,306-44.4% |