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 | $79,780 | $116,175-31.3% | $93,606-14.8% | $152,861-47.8% |
| Participation rate | 94.1% | 78.0%+16.1pp | 75.8%+18.3pp | 82.4%+11.7pp |
| Annual return | 21.43% | 35.96%-14.5pp | 32.76%-11.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $3,708 | $3,218+15.2% | $2,718+36.4% | $4,762-22.1% |
| Participant deferral / active EE | $3,117 | $4,603-32.3% | $4,069-23.4% | $5,850-46.7% |
| Admin fee / account holder | $4,653 | $10,748-56.7% | $7,888-41.0% | $11,596-59.9% |