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 3-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 | $60,414 | $106,584-43.3% | $101,326-40.4% | $142,382-57.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 21.48% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $8,984 | $3,956+127.1% | $3,665+145.1% | $4,299+109.0% |
| Participant deferral / active EE | $11,650 | $8,297+40.4% | $7,994+45.7% | $6,507+79.0% |
| Admin fee / account holder | $1,590 | $11,446-86.1% | $11,185-85.8% | $12,624-87.4% |