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 | $69,546 | $93,571-25.7% | $135,903-48.8% | $75,163-7.5% |
| Participation rate | 71.4% | 75.2%-3.8pp | 81.9%-10.5pp | 67.2%+4.2pp |
| Annual return | 20.75% | 30.90%-10.2pp | 68.23%-47.5pp | 160.62%-139.9pp |
| Employer contribution / active EE | $4,317 | $3,537+22.1% | $4,856-11.1% | $2,670+61.7% |
| Participant deferral / active EE | $6,453 | $6,404+0.8% | $7,758-16.8% | $4,125+56.4% |
| Admin fee / account holder | $1,889 | $6,975-72.9% | $10,762-82.4% | $5,651-66.6% |