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 | $62,701 | $106,584-41.2% | $101,326-38.1% | $142,382-56.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 81.5%+11.4pp | 80.1%+12.7pp |
| Annual return | 16.96% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,855 | $3,956-27.8% | $3,665-22.1% | $4,299-33.6% |
| Participant deferral / active EE | $5,942 | $8,297-28.4% | $7,994-25.7% | $6,507-8.7% |
| Admin fee / account holder | $7,277 | $11,446-36.4% | $11,185-34.9% | $12,624-42.4% |