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 | $57,116 | $103,376-44.7% | $87,100-34.4% | $152,861-62.6% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 19.85% | 28.10%-8.2pp | 28.19%-8.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $3,229 | $3,220+0.3% | $2,521+28.1% | $4,762-32.2% |
| Participant deferral / active EE | $10,056 | $4,778+110.5% | $4,049+148.4% | $5,850+71.9% |
| Admin fee / account holder | $4,858 | $12,205-60.2% | $7,497-35.2% | $11,596-58.1% |