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 | $61,665 | $99,985-38.3% | $146,665-58.0% | $85,850-28.2% |
| Participation rate | 89.3% | 73.1%+16.3pp | 80.1%+9.3pp | 69.3%+20.0pp |
| Annual return | 13.48% | 18.93%-5.5pp | 22.74%-9.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $691 | $2,559-73.0% | $4,136-83.3% | $2,565-73.0% |
| Participant deferral / active EE | $3,822 | $4,006-4.6% | $5,506-30.6% | $3,952-3.3% |
| Admin fee / account holder | $1,984 | $7,702-74.2% | $10,280-80.7% | $6,260-68.3% |