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 | $67,242 | $177,572-62.1% | $154,803-56.6% | $142,382-52.8% |
| Participation rate | 92.3% | 82.1%+10.3pp | 78.1%+14.2pp | 80.1%+12.2pp |
| Annual return | 13.31% | 65.07%-51.8pp | 58.88%-45.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,083 | $4,810-56.7% | $4,305-51.6% | $4,299-51.5% |
| Participant deferral / active EE | $2,493 | $6,272-60.3% | $5,540-55.0% | $6,507-61.7% |
| Admin fee / account holder | $9,091 | $16,786-45.8% | $14,329-36.6% | $12,624-28.0% |