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 | $64,123 | $103,376-38.0% | $87,100-26.4% | $152,861-58.1% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 14.21% | 28.10%-13.9pp | 28.19%-14.0pp | 345.32%-331.1pp |
| Employer contribution / active EE | $2,322 | $3,220-27.9% | $2,521-7.9% | $4,762-51.2% |
| Participant deferral / active EE | $4,423 | $4,778-7.4% | $4,049+9.2% | $5,850-24.4% |
| Admin fee / account holder | $15,362 | $12,205+25.9% | $7,497+104.9% | $11,596+32.5% |