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 | $57,557 | $125,758-54.2% | $169,993-66.1% | $75,163-23.4% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 19.15% | 27.20%-8.1pp | 53.37%-34.2pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,048 | $4,615-12.3% | $6,785-40.3% | $2,670+51.6% |
| Participant deferral / active EE | $5,310 | $6,837-22.3% | $10,408-49.0% | $4,125+28.7% |
| Admin fee / account holder | $8,880 | $8,173+8.6% | $12,815-30.7% | $5,651+57.1% |