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 | $69,949 | $78,422-10.8% | $95,952-27.1% | $79,858-12.4% |
| Participation rate | 70.1% | 73.5%-3.4pp | 77.1%-7.0pp | 69.6%+0.5pp |
| Annual return | 13.42% | 19.37%-5.9pp | 91.61%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,065 | $1,945-45.3% | $2,541-58.1% | $2,471-56.9% |
| Participant deferral / active EE | $1,846 | $3,440-46.3% | $4,167-55.7% | $3,740-50.7% |
| Admin fee / account holder | $1,648 | $5,622-70.7% | $6,795-75.7% | $5,306-68.9% |