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 | $60,563 | $148,534-59.2% | $135,903-55.4% | $139,434-56.6% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 16.93% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $3,596 | $5,243-31.4% | $4,856-25.9% | $4,751-24.3% |
| Participant deferral / active EE | $6,801 | $8,100-16.0% | $7,758-12.3% | $6,710+1.3% |
| Admin fee / account holder | $1,820 | $12,400-85.3% | $10,762-83.1% | $11,403-84.0% |