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 | $72,666 | $103,376-29.7% | $87,100-16.6% | $152,861-52.5% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.9%+19.0pp | 82.4%+13.4pp |
| Annual return | 21.97% | 28.10%-6.1pp | 28.19%-6.2pp | 345.32%-323.4pp |
| Employer contribution / active EE | $5,510 | $3,220+71.1% | $2,521+118.5% | $4,762+15.7% |
| Participant deferral / active EE | $6,710 | $4,778+40.4% | $4,049+65.7% | $5,850+14.7% |
| Admin fee / account holder | $12,095 | $12,205-0.9% | $7,497+61.3% | $11,596+4.3% |