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 | $62,780 | $98,240-36.1% | $82,313-23.7% | $147,584-57.5% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.4pp | 82.8%+0.5pp |
| Annual return | 20.53% | 30.85%-10.3pp | 25.88%-5.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,947 | $3,192-39.0% | $2,428-19.8% | $4,876-60.1% |
| Participant deferral / active EE | $4,316 | $4,383-1.5% | $3,706+16.5% | $5,439-20.6% |
| Admin fee / account holder | $1,839 | $8,563-78.5% | $5,608-67.2% | $10,885-83.1% |