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 | $62,644 | $77,503-19.2% | $100,391-37.6% | $80,856-22.5% |
| Participation rate | 81.4% | 76.9%+4.4pp | 81.5%-0.1pp | 67.6%+13.7pp |
| Annual return | 13.14% | 37.20%-24.1pp | 49.20%-36.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,060 | $2,801-26.5% | $3,942-47.7% | $2,755-25.2% |
| Participant deferral / active EE | $3,489 | $6,820-48.8% | $8,082-56.8% | $4,296-18.8% |
| Admin fee / account holder | $1,999 | $5,897-66.1% | $7,899-74.7% | $6,918-71.1% |