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 | $59,146 | $80,968-27.0% | $96,544-38.7% | $75,163-21.3% |
| Participation rate | 93.5% | 71.8%+21.7pp | 76.0%+17.5pp | 67.2%+26.3pp |
| Annual return | 20.12% | 27.06%-6.9pp | 25.84%-5.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,967 | $2,282-13.8% | $2,965-33.7% | $2,670-26.3% |
| Participant deferral / active EE | $3,192 | $3,928-18.7% | $4,851-34.2% | $4,125-22.6% |
| Admin fee / account holder | $4,646 | $6,724-30.9% | $8,252-43.7% | $5,651-17.8% |