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 | $68,910 | $77,419-11.0% | $69,455-0.8% | $152,861-54.9% |
| Participation rate | 94.1% | 78.1%+16.0pp | 74.6%+19.5pp | 82.4%+11.7pp |
| Annual return | 22.97% | 39.06%-16.1pp | 28.97%-6.0pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,905 | $3,315-12.4% | $2,779+4.6% | $4,762-39.0% |
| Participant deferral / active EE | $5,815 | $4,414+31.8% | $3,535+64.5% | $5,850-0.6% |
| Admin fee / account holder | $1,436 | $6,207-76.9% | $3,839-62.6% | $11,596-87.6% |