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 | $60,468 | $127,065-52.4% | $113,168-46.6% | $142,382-57.5% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 15.62% | 24.03%-8.4pp | 24.27%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,711 | $3,442-50.3% | $2,975-42.5% | $4,299-60.2% |
| Participant deferral / active EE | $6,879 | $5,716+20.3% | $5,107+34.7% | $6,507+5.7% |
| Admin fee / account holder | $1,771 | $15,736-88.7% | $12,068-85.3% | $12,624-86.0% |