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 7-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 | $64,038 | $127,065-49.6% | $113,168-43.4% | $142,382-55.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 16.11% | 24.03%-7.9pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,698 | $3,442-21.6% | $2,975-9.3% | $4,299-37.2% |
| Participant deferral / active EE | $7,970 | $5,716+39.4% | $5,107+56.1% | $6,507+22.5% |
| Admin fee / account holder | $7,461 | $15,736-52.6% | $12,068-38.2% | $12,624-40.9% |