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 | $59,596 | $117,841-49.4% | $102,423-41.8% | $145,922-59.2% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 11.67% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,608 | $3,615-55.5% | $3,023-46.8% | $4,660-65.5% |
| Participant deferral / active EE | $4,363 | $5,731-23.9% | $5,053-13.7% | $6,688-34.8% |
| Admin fee / account holder | $855 | $13,326-93.6% | $9,451-90.9% | $13,397-93.6% |