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 | $65,696 | $103,376-36.4% | $87,100-24.6% | $152,861-57.0% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.9%+5.7pp | 82.4%+0.2pp |
| Annual return | 24.25% | 28.10%-3.8pp | 28.19%-3.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,763 | $3,220-45.2% | $2,521-30.1% | $4,762-63.0% |
| Participant deferral / active EE | $3,166 | $4,778-33.7% | $4,049-21.8% | $5,850-45.9% |
| Admin fee / account holder | $1,937 | $12,205-84.1% | $7,497-74.2% | $11,596-83.3% |