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 | $63,478 | $78,422-19.1% | $95,952-33.8% | $79,858-20.5% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 13.25% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $908 | $1,945-53.3% | $2,541-64.3% | $2,471-63.3% |
| Participant deferral / active EE | $3,001 | $3,440-12.8% | $4,167-28.0% | $3,740-19.8% |
| Admin fee / account holder | $810 | $5,622-85.6% | $6,795-88.1% | $5,306-84.7% |