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 | $61,713 | $98,240-37.2% | $82,313-25.0% | $147,584-58.2% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 24.54% | 30.85%-6.3pp | 25.88%-1.3pp | 578.55%-554.0pp |
| Employer contribution / active EE | $2,560 | $3,192-19.8% | $2,428+5.4% | $4,876-47.5% |
| Participant deferral / active EE | $2,783 | $4,383-36.5% | $3,706-24.9% | $5,439-48.8% |
| Admin fee / account holder | $3,596 | $8,563-58.0% | $5,608-35.9% | $10,885-67.0% |