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 | $61,622 | $175,202-64.8% | $149,673-58.8% | $139,434-55.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 14.93% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,218 | $5,474-77.7% | $4,818-74.7% | $4,751-74.4% |
| Participant deferral / active EE | $2,572 | $6,519-60.5% | $5,680-54.7% | $6,710-61.7% |
| Admin fee / account holder | $3,086 | $16,150-80.9% | $13,210-76.6% | $11,403-72.9% |