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 | $67,181 | $98,240-31.6% | $82,313-18.4% | $147,584-54.5% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 13.54% | 30.85%-17.3pp | 25.88%-12.3pp | 578.55%-565.0pp |
| Employer contribution / active EE | $5,477 | $3,192+71.6% | $2,428+125.6% | $4,876+12.3% |
| Participant deferral / active EE | $3,511 | $4,383-19.9% | $3,706-5.3% | $5,439-35.4% |
| Admin fee / account holder | $4,212 | $8,563-50.8% | $5,608-24.9% | $10,885-61.3% |