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 | $66,917 | $91,190-26.6% | $178,490-62.5% | $79,858-16.2% |
| Participation rate | 92.1% | 69.2%+22.9pp | 81.9%+10.2pp | 69.6%+22.5pp |
| Annual return | 13.54% | 24.19%-10.6pp | 151.07%-137.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,695 | $3,256-48.0% | $5,011-66.2% | $2,471-31.4% |
| Participant deferral / active EE | $3,250 | $3,236+0.4% | $5,202-37.5% | $3,740-13.1% |
| Admin fee / account holder | $5,082 | $6,751-24.7% | $13,984-63.7% | $5,306-4.2% |