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 | $66,034 | $67,411-2.0% | $91,001-27.4% | $70,131-5.8% |
| Participation rate | 81.8% | 71.4%+10.5pp | 75.6%+6.2pp | 69.5%+12.3pp |
| Annual return | 18.81% | -40.16%+59.0pp | 4.60%+14.2pp | 73.14%-54.3pp |
| Employer contribution / active EE | $911 | $1,786-49.0% | $2,456-62.9% | $2,342-61.1% |
| Participant deferral / active EE | $2,277 | $2,823-19.3% | $3,547-35.8% | $3,332-31.6% |
| Admin fee / account holder | $2,636 | $4,236-37.8% | $5,417-51.3% | $4,645-43.3% |