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 | $69,150 | $125,758-45.0% | $169,993-59.3% | $75,163-8.0% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.0%+11.6pp | 67.2%+31.4pp |
| Annual return | 19.97% | 27.20%-7.2pp | 53.37%-33.4pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,493 | $4,615-46.0% | $6,785-63.3% | $2,670-6.6% |
| Participant deferral / active EE | $5,013 | $6,837-26.7% | $10,408-51.8% | $4,125+21.5% |
| Admin fee / account holder | $3,604 | $8,173-55.9% | $12,815-71.9% | $5,651-36.2% |