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 | $60,859 | $91,190-33.3% | $178,490-65.9% | $79,858-23.8% |
| Participation rate | 70.3% | 69.2%+1.1pp | 81.9%-11.7pp | 69.6%+0.6pp |
| Annual return | 13.37% | 24.19%-10.8pp | 151.07%-137.7pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,059 | $3,256-36.8% | $5,011-58.9% | $2,471-16.7% |
| Participant deferral / active EE | $2,473 | $3,236-23.6% | $5,202-52.5% | $3,740-33.9% |
| Admin fee / account holder | $2,721 | $6,751-59.7% | $13,984-80.5% | $5,306-48.7% |