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 | $65,416 | $163,101-59.9% | $136,749-52.2% | $142,382-54.1% |
| Participation rate | 81.3% | 78.2%+3.0pp | 72.1%+9.1pp | 80.1%+1.1pp |
| Annual return | 16.12% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,059 | $4,117-1.4% | $3,400+19.4% | $4,299-5.6% |
| Participant deferral / active EE | $0 | $5,585-100.0% | $4,692-100.0% | $6,507-100.0% |
| Admin fee / account holder | $83,839 | $14,318+485.5% | $11,386+636.3% | $12,624+564.1% |