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 | $60,638 | $80,968-25.1% | $96,544-37.2% | $75,163-19.3% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 15.93% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,373 | $2,282+47.8% | $2,965+13.7% | $2,670+26.3% |
| Participant deferral / active EE | $7,595 | $3,928+93.3% | $4,851+56.6% | $4,125+84.1% |
| Admin fee / account holder | $6,028 | $6,724-10.4% | $8,252-27.0% | $5,651+6.7% |