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 | $59,539 | $197,591-69.9% | $177,821-66.5% | $158,922-62.5% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.7%-14.4pp | 82.0%-8.6pp |
| Annual return | 14.56% | 58.76%-44.2pp | 48.32%-33.8pp | 302.83%-288.3pp |
| Employer contribution / active EE | $4,886 | $6,697-27.0% | $5,918-17.4% | $4,761+2.6% |
| Participant deferral / active EE | $12,465 | $8,405+48.3% | $7,714+61.6% | $5,982+108.4% |
| Admin fee / account holder | $9,409 | $15,399-38.9% | $12,427-24.3% | $11,246-16.3% |