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 | $58,977 | $98,463-40.1% | $119,258-50.5% | $85,850-31.3% |
| Participation rate | 95.3% | 77.6%+17.7pp | 82.7%+12.6pp | 69.3%+26.0pp |
| Annual return | 13.30% | 38.53%-25.2pp | 30.69%-17.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $4,734 | $3,698+28.0% | $4,384+8.0% | $2,565+84.6% |
| Participant deferral / active EE | $3,910 | $4,942-20.9% | $6,111-36.0% | $3,952-1.1% |
| Admin fee / account holder | $6,266 | $7,493-16.4% | $7,226-13.3% | $6,260+0.1% |