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 | $67,695 | $95,803-29.3% | $113,168-40.2% | $84,808-20.2% |
| Participation rate | 82.4% | 72.9%+9.5pp | 76.6%+5.8pp | 68.3%+14.0pp |
| Annual return | 13.81% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,694 | $4,242-12.9% | $5,107-27.7% | $4,212-12.3% |
| Admin fee / account holder | $3,783 | $8,989-57.9% | $12,068-68.7% | $7,344-48.5% |