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 | $65,945 | $95,266-30.8% | $82,389-20.0% | $142,382-53.7% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.5%+17.1pp | 80.1%+6.5pp |
| Annual return | 14.83% | 25.74%-10.9pp | 28.67%-13.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,972 | $2,991-0.6% | $2,517+18.1% | $4,299-30.9% |
| Participant deferral / active EE | $3,410 | $4,809-29.1% | $4,155-17.9% | $6,507-47.6% |
| Admin fee / account holder | $3,120 | $8,563-63.6% | $7,231-56.8% | $12,624-75.3% |