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 | $64,037 | $133,922-52.2% | $116,228-44.9% | $142,382-55.0% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.6%+17.1pp | 80.1%+11.5pp |
| Annual return | 13.95% | 147.76%-133.8pp | 90.06%-76.1pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,703 | $3,446-21.6% | $2,994-9.7% | $4,299-37.1% |
| Participant deferral / active EE | $4,188 | $5,672-26.2% | $4,953-15.4% | $6,507-35.6% |
| Admin fee / account holder | $12,569 | $14,945-15.9% | $11,989+4.8% | $12,624-0.4% |