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 | $66,484 | $111,754-40.5% | $103,333-35.7% | $145,922-54.4% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 14.33% | 24.77%-10.4pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $4,337 | $4,212+3.0% | $3,868+12.1% | $4,660-6.9% |
| Participant deferral / active EE | $10,942 | $5,619+94.7% | $5,057+116.3% | $6,688+63.6% |
| Admin fee / account holder | $1,516 | $9,750-84.4% | $8,355-81.9% | $13,397-88.7% |