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 | $63,090 | $80,968-22.1% | $96,544-34.7% | $75,163-16.1% |
| Participation rate | 74.2% | 71.8%+2.4pp | 76.0%-1.8pp | 67.2%+7.0pp |
| Annual return | 18.12% | 27.06%-8.9pp | 25.84%-7.7pp | 160.62%-142.5pp |
| Employer contribution / active EE | $4,528 | $2,282+98.4% | $2,965+52.7% | $2,670+69.6% |
| Participant deferral / active EE | $3,447 | $3,928-12.2% | $4,851-28.9% | $4,125-16.4% |
| Admin fee / account holder | $622 | $6,724-90.8% | $8,252-92.5% | $5,651-89.0% |