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 | $61,988 | $103,376-40.0% | $87,100-28.8% | $152,861-59.4% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 22.68% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,130 | $3,220-2.8% | $2,521+24.1% | $4,762-34.3% |
| Participant deferral / active EE | $6,237 | $4,778+30.5% | $4,049+54.0% | $5,850+6.6% |
| Admin fee / account holder | $1,321 | $12,205-89.2% | $7,497-82.4% | $11,596-88.6% |