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 | $68,129 | $117,983-42.3% | $101,794-33.1% | $142,382-52.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 13.47% | 36.92%-23.4pp | 30.53%-17.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $4,288 | $2,773+54.6% | $2,289+87.3% | $4,299-0.3% |
| Participant deferral / active EE | $8,451 | $4,714+79.3% | $4,084+106.9% | $6,507+29.9% |
| Admin fee / account holder | $11,436 | $10,433+9.6% | $8,777+30.3% | $12,624-9.4% |