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 | $61,122 | $78,705-22.3% | $117,854-48.1% | $70,131-12.8% |
| Participation rate | 94.3% | 73.2%+21.1pp | 79.7%+14.6pp | 69.5%+24.7pp |
| Annual return | 14.64% | 23.30%-8.7pp | 335.08%-320.4pp | 73.14%-58.5pp |
| Employer contribution / active EE | $2,013 | $2,223-9.5% | $3,786-46.8% | $2,342-14.1% |
| Participant deferral / active EE | $3,332 | $3,297+1.0% | $4,482-25.7% | $3,3320% |
| Admin fee / account holder | $1,213 | $5,065-76.0% | $8,020-84.9% | $4,645-73.9% |