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 5-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 | $63,715 | $111,754-43.0% | $103,333-38.3% | $145,922-56.3% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 10.94% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,492 | $4,212-17.1% | $3,868-9.7% | $4,660-25.1% |
| Participant deferral / active EE | $9,051 | $5,619+61.1% | $5,057+79.0% | $6,688+35.3% |
| Admin fee / account holder | $1,439 | $9,750-85.2% | $8,355-82.8% | $13,397-89.3% |