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 | $66,581 | $95,266-30.1% | $82,389-19.2% | $142,382-53.2% |
| Participation rate | 95.2% | 74.5%+20.8pp | 69.5%+25.7pp | 80.1%+15.1pp |
| Annual return | 11.41% | 25.74%-14.3pp | 28.67%-17.3pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,821 | $2,991-5.7% | $2,517+12.1% | $4,299-34.4% |
| Participant deferral / active EE | $3,796 | $4,809-21.1% | $4,155-8.6% | $6,507-41.7% |
| Admin fee / account holder | $4,994 | $8,563-41.7% | $7,231-30.9% | $12,624-60.4% |