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 | $61,208 | $64,839-5.6% | $95,585-36.0% | $84,808-27.8% |
| Participation rate | 81.4% | 63.8%+17.6pp | 72.1%+9.3pp | 68.3%+13.1pp |
| Annual return | 14.98% | -670.96%+685.9pp | 38.56%-23.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $3,827 | $1,759+117.6% | $2,527+51.5% | $2,631+45.4% |
| Participant deferral / active EE | $2,005 | $2,965-32.4% | $4,023-50.2% | $4,212-52.4% |
| Admin fee / account holder | $1,243 | $5,964-79.2% | $6,127-79.7% | $7,344-83.1% |