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 | $68,932 | $93,571-26.3% | $135,903-49.3% | $75,163-8.3% |
| Participation rate | 71.2% | 75.2%-4.0pp | 81.9%-10.7pp | 67.2%+4.0pp |
| Annual return | 17.23% | 30.90%-13.7pp | 68.23%-51.0pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3,767 | $3,537+6.5% | $4,856-22.4% | $2,670+41.1% |
| Participant deferral / active EE | $6,559 | $6,404+2.4% | $7,758-15.5% | $4,125+59.0% |
| Admin fee / account holder | $8,021 | $6,975+15.0% | $10,762-25.5% | $5,651+41.9% |