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 | $59,034 | $77,419-23.7% | $69,455-15.0% | $152,861-61.4% |
| Participation rate | 90.0% | 78.1%+11.9pp | 74.6%+15.4pp | 82.4%+7.6pp |
| Annual return | 25.57% | 39.06%-13.5pp | 28.97%-3.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,700 | $3,315-18.6% | $2,779-2.8% | $4,762-43.3% |
| Participant deferral / active EE | $6,522 | $4,414+47.8% | $3,535+84.5% | $5,850+11.5% |
| Admin fee / account holder | $650 | $6,207-89.5% | $3,839-83.1% | $11,596-94.4% |