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 | $57,060 | $115,882-50.8% | $100,516-43.2% | $158,922-64.1% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 17.53% | 34.79%-17.3pp | 30.89%-13.4pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,369 | $4,103-42.3% | $3,418-30.7% | $4,761-50.2% |
| Participant deferral / active EE | $5,952 | $6,674-10.8% | $6,270-5.1% | $5,982-0.5% |
| Admin fee / account holder | $5,329 | $10,995-51.5% | $8,081-34.1% | $11,246-52.6% |