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 | $69,612 | $177,572-60.8% | $154,803-55.0% | $142,382-51.1% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 20.13% | 65.07%-44.9pp | 58.88%-38.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,128 | $4,810-55.8% | $4,305-50.6% | $4,299-50.5% |
| Participant deferral / active EE | $5,867 | $6,272-6.4% | $5,540+5.9% | $6,507-9.8% |
| Admin fee / account holder | $1,149 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |