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 | $60,164 | $117,983-49.0% | $101,794-40.9% | $142,382-57.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.2%+18.3pp | 80.1%+7.4pp |
| Annual return | 15.28% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,415 | $2,773-49.0% | $2,289-38.2% | $4,299-67.1% |
| Participant deferral / active EE | $3,170 | $4,714-32.7% | $4,084-22.4% | $6,507-51.3% |
| Admin fee / account holder | $921 | $10,433-91.2% | $8,777-89.5% | $12,624-92.7% |