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 | $59,630 | $117,841-49.4% | $102,423-41.8% | $145,922-59.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 8.69% | 31.65%-23.0pp | 29.32%-20.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,321 | $3,615-63.5% | $3,023-56.3% | $4,660-71.6% |
| Participant deferral / active EE | $3,911 | $5,731-31.7% | $5,053-22.6% | $6,688-41.5% |
| Admin fee / account holder | $5,588 | $13,326-58.1% | $9,451-40.9% | $13,397-58.3% |