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 | $57,073 | $77,419-26.3% | $69,455-17.8% | $152,861-62.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 74.6%+11.1pp | 82.4%+3.3pp |
| Annual return | 15.44% | 39.06%-23.6pp | 28.97%-13.5pp | 345.32%-329.9pp |
| Employer contribution / active EE | $3,479 | $3,315+4.9% | $2,779+25.2% | $4,762-26.9% |
| Participant deferral / active EE | $2,739 | $4,414-37.9% | $3,535-22.5% | $5,850-53.2% |
| Admin fee / account holder | $36,246 | $6,207+484.0% | $3,839+844.1% | $11,596+212.6% |