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 | $67,092 | $76,367-12.1% | $93,606-28.3% | $72,985-8.1% |
| Participation rate | 74.5% | 71.7%+2.8pp | 75.8%-1.3pp | 69.5%+5.0pp |
| Annual return | 26.29% | 25.82%+0.5pp | 32.76%-6.5pp | 81.00%-54.7pp |
| Employer contribution / active EE | $2,066 | $2,275-9.2% | $2,718-24.0% | $2,440-15.3% |
| Participant deferral / active EE | $3,084 | $3,538-12.8% | $4,069-24.2% | $3,607-14.5% |
| Admin fee / account holder | $3,052 | $6,838-55.4% | $7,888-61.3% | $5,124-40.4% |