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 | $61,408 | $106,515-42.3% | $96,683-36.5% | $139,434-56.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 16.74% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $5,253 | $4,103+28.0% | $3,737+40.6% | $4,751+10.6% |
| Participant deferral / active EE | $6,368 | $5,454+16.8% | $4,878+30.5% | $6,710-5.1% |
| Admin fee / account holder | $10,365 | $7,877+31.6% | $6,730+54.0% | $11,403-9.1% |