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 | $63,889 | $177,572-64.0% | $154,803-58.7% | $142,382-55.1% |
| Participation rate | 94.1% | 82.1%+12.1pp | 78.1%+16.0pp | 80.1%+14.0pp |
| Annual return | 16.50% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $2,575 | $4,810-46.5% | $4,305-40.2% | $4,299-40.1% |
| Participant deferral / active EE | $7,282 | $6,272+16.1% | $5,540+31.4% | $6,507+11.9% |
| Admin fee / account holder | $5,975 | $16,786-64.4% | $14,329-58.3% | $12,624-52.7% |