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 3-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 | $65,664 | $106,584-38.4% | $101,326-35.2% | $142,382-53.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.72% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,417 | $3,956-38.9% | $3,665-34.1% | $4,299-43.8% |
| Participant deferral / active EE | $4,117 | $8,297-50.4% | $7,994-48.5% | $6,507-36.7% |
| Admin fee / account holder | $11,350 | $11,446-0.8% | $11,185+1.5% | $12,624-10.1% |