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 | $65,847 | $91,538-28.1% | $129,995-49.3% | $75,163-12.4% |
| Participation rate | 79.3% | 71.4%+7.9pp | 78.5%+0.8pp | 67.2%+12.1pp |
| Annual return | 17.79% | -631.11%+648.9pp | -137.18%+155.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,595 | $2,845-43.9% | $4,320-63.1% | $2,670-40.3% |
| Participant deferral / active EE | $3,882 | $4,341-10.6% | $5,820-33.3% | $4,125-5.9% |
| Admin fee / account holder | $8,022 | $6,790+18.1% | $10,614-24.4% | $5,651+42.0% |