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 | $59,956 | $78,422-23.5% | $95,952-37.5% | $79,858-24.9% |
| Participation rate | 92.1% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.5pp |
| Annual return | 16.59% | 19.37%-2.8pp | 91.61%-75.0pp | 31.71%-15.1pp |
| Employer contribution / active EE | $3,820 | $1,945+96.4% | $2,541+50.3% | $2,471+54.6% |
| Participant deferral / active EE | $3,076 | $3,440-10.6% | $4,167-26.2% | $3,740-17.7% |
| Admin fee / account holder | $2,542 | $5,622-54.8% | $6,795-62.6% | $5,306-52.1% |