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 | $61,650 | $103,376-40.4% | $87,100-29.2% | $152,861-59.7% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 22.66% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $3,405 | $3,220+5.7% | $2,521+35.1% | $4,762-28.5% |
| Participant deferral / active EE | $6,615 | $4,778+38.4% | $4,049+63.4% | $5,850+13.1% |
| Admin fee / account holder | $4,311 | $12,205-64.7% | $7,497-42.5% | $11,596-62.8% |