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 | $65,078 | $117,983-44.8% | $101,794-36.1% | $142,382-54.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 14.07% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,372 | $2,773-14.5% | $2,289+3.6% | $4,299-44.8% |
| Participant deferral / active EE | $5,374 | $4,714+14.0% | $4,084+31.6% | $6,507-17.4% |
| Admin fee / account holder | $8,391 | $10,433-19.6% | $8,777-4.4% | $12,624-33.5% |