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 | $68,360 | $97,744-30.1% | $103,476-33.9% | $145,922-53.2% |
| Participation rate | 70.0% | 81.1%-11.1pp | 80.5%-10.5pp | 80.3%-10.3pp |
| Annual return | 14.59% | 25.41%-10.8pp | 23.90%-9.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,903 | $4,677-16.6% | $4,672-16.5% | $4,660-16.2% |
| Participant deferral / active EE | $5,780 | $6,603-12.5% | $6,623-12.7% | $6,688-13.6% |
| Admin fee / account holder | $316 | $12,515-97.5% | $9,413-96.6% | $13,397-97.6% |