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 | $76,218 | $110,261-30.9% | $95,745-20.4% | $139,434-45.3% |
| Participation rate | 93.3% | 75.8%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 12.83% | 27.11%-14.3pp | 28.35%-15.5pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,592 | $3,257-20.4% | $2,835-8.6% | $4,751-45.4% |
| Participant deferral / active EE | $6,174 | $4,676+32.0% | $4,245+45.5% | $6,710-8.0% |
| Admin fee / account holder | $3,410 | $6,613-48.4% | $5,678-39.9% | $11,403-70.1% |