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 4-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 | $64,950 | $117,841-44.9% | $102,423-36.6% | $145,922-55.5% |
| Participation rate | 94.4% | 78.6%+15.9pp | 76.5%+18.0pp | 80.3%+14.2pp |
| Annual return | 11.33% | 31.65%-20.3pp | 29.32%-18.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,999 | $3,615-17.0% | $3,023-0.8% | $4,660-35.6% |
| Participant deferral / active EE | $6,246 | $5,731+9.0% | $5,053+23.6% | $6,688-6.6% |
| Admin fee / account holder | $4,602 | $13,326-65.5% | $9,451-51.3% | $13,397-65.7% |