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 | $62,990 | $185,822-66.1% | $169,993-62.9% | $139,434-54.8% |
| Participation rate | 82.6% | 87.8%-5.1pp | 87.0%-4.4pp | 80.3%+2.3pp |
| Annual return | 13.10% | 60.50%-47.4pp | 53.37%-40.3pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,459 | $7,590-80.8% | $6,785-78.5% | $4,751-69.3% |
| Participant deferral / active EE | $3,971 | $11,622-65.8% | $10,408-61.8% | $6,710-40.8% |
| Admin fee / account holder | $9,550 | $15,381-37.9% | $12,815-25.5% | $11,403-16.2% |