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 | $63,499 | $93,571-32.1% | $135,903-53.3% | $75,163-15.5% |
| Participation rate | 86.9% | 75.2%+11.7pp | 81.9%+5.0pp | 67.2%+19.7pp |
| Annual return | 22.54% | 30.90%-8.4pp | 68.23%-45.7pp | 160.62%-138.1pp |
| Employer contribution / active EE | $3,502 | $3,537-1.0% | $4,856-27.9% | $2,670+31.2% |
| Participant deferral / active EE | $9,766 | $6,404+52.5% | $7,758+25.9% | $4,125+136.7% |
| Admin fee / account holder | $6,021 | $6,975-13.7% | $10,762-44.1% | $5,651+6.5% |