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 | $68,156 | $148,534-54.1% | $135,903-49.8% | $139,434-51.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.23% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $3,665 | $5,243-30.1% | $4,856-24.5% | $4,751-22.9% |
| Participant deferral / active EE | $8,604 | $8,100+6.2% | $7,758+10.9% | $6,710+28.2% |
| Admin fee / account holder | $2,709 | $12,400-78.2% | $10,762-74.8% | $11,403-76.2% |