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 | $62,542 | $115,882-46.0% | $100,516-37.8% | $158,922-60.6% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 16.42% | 34.79%-18.4pp | 30.89%-14.5pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,544 | $4,103-38.0% | $3,418-25.6% | $4,761-46.6% |
| Participant deferral / active EE | $5,151 | $6,674-22.8% | $6,270-17.8% | $5,982-13.9% |
| Admin fee / account holder | $5,247 | $10,995-52.3% | $8,081-35.1% | $11,246-53.3% |