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 | $60,685 | $228,332-73.4% | $185,823-67.3% | $158,922-61.8% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 15.29% | 40.80%-25.5pp | 35.95%-20.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $4,357 | $4,967-12.3% | $4,087+6.6% | $4,761-8.5% |
| Participant deferral / active EE | $4,685 | $6,415-27.0% | $5,632-16.8% | $5,982-21.7% |
| Admin fee / account holder | $14,900 | $11,864+25.6% | $9,500+56.8% | $11,246+32.5% |