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 | $62,797 | $111,754-43.8% | $103,333-39.2% | $145,922-57.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.70% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,973 | $4,212-5.7% | $3,868+2.7% | $4,660-14.7% |
| Participant deferral / active EE | $5,361 | $5,619-4.6% | $5,057+6.0% | $6,688-19.8% |
| Admin fee / account holder | $868 | $9,750-91.1% | $8,355-89.6% | $13,397-93.5% |