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 | $58,945 | $95,266-38.1% | $82,389-28.5% | $142,382-58.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 21.65% | 25.74%-4.1pp | 28.67%-7.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,075 | $2,991+2.8% | $2,517+22.2% | $4,299-28.5% |
| Participant deferral / active EE | $6,314 | $4,809+31.3% | $4,155+52.0% | $6,507-3.0% |
| Admin fee / account holder | $2,280 | $8,563-73.4% | $7,231-68.5% | $12,624-81.9% |