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 | $59,211 | $127,065-53.4% | $113,168-47.7% | $142,382-58.4% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 26.66% | 24.03%+2.6pp | 24.27%+2.4pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,343 | $3,442-61.0% | $2,975-54.9% | $4,299-68.8% |
| Participant deferral / active EE | $3,287 | $5,716-42.5% | $5,107-35.6% | $6,507-49.5% |
| Admin fee / account holder | $5,187 | $15,736-67.0% | $12,068-57.0% | $12,624-58.9% |