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 | $83,238 | $89,753-7.3% | $107,525-22.6% | $84,808-1.9% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 14.11% | 29.48%-15.4pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $2,241 | $3,113-28.0% | $3,754-40.3% | $2,631-14.8% |
| Participant deferral / active EE | $2,055 | $4,056-49.3% | $5,116-59.8% | $4,212-51.2% |
| Admin fee / account holder | $9,892 | $7,222+37.0% | $8,919+10.9% | $7,344+34.7% |