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 | $69,963 | $149,734-53.3% | $118,925-41.2% | $158,922-56.0% |
| Participation rate | 82.6% | 82.1%+0.5pp | 75.4%+7.2pp | 82.0%+0.7pp |
| Annual return | 23.57% | 19.95%+3.6pp | 35.88%-12.3pp | 302.83%-279.3pp |
| Employer contribution / active EE | $2,294 | $4,115-44.2% | $3,263-29.7% | $4,761-51.8% |
| Participant deferral / active EE | $3,802 | $5,223-27.2% | $4,265-10.9% | $5,982-36.4% |
| Admin fee / account holder | $412 | $8,603-95.2% | $6,581-93.7% | $11,246-96.3% |