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 | $61,277 | $86,286-29.0% | $111,297-44.9% | $85,850-28.6% |
| Participation rate | 92.4% | 73.3%+19.1pp | 77.3%+15.1pp | 69.3%+23.1pp |
| Annual return | 16.83% | 19.99%-3.2pp | 54.65%-37.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $594 | $2,043-70.9% | $2,731-78.3% | $2,565-76.9% |
| Participant deferral / active EE | $2,286 | $3,641-37.2% | $4,487-49.1% | $3,952-42.2% |
| Admin fee / account holder | $3,751 | $8,188-54.2% | $7,964-52.9% | $6,260-40.1% |