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 | $68,969 | $111,754-38.3% | $103,333-33.3% | $145,922-52.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 9.55% | 24.77%-15.2pp | 24.88%-15.3pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,959 | $4,212-29.7% | $3,868-23.5% | $4,660-36.5% |
| Participant deferral / active EE | $4,764 | $5,619-15.2% | $5,057-5.8% | $6,688-28.8% |
| Admin fee / account holder | $13,305 | $9,750+36.5% | $8,355+59.3% | $13,397-0.7% |