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 | $61,248 | $91,037-32.7% | $71,671-14.5% | $147,584-58.5% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 16.09% | 20.48%-4.4pp | 20.65%-4.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $2,872 | $3,327-13.7% | $2,460+16.7% | $4,876-41.1% |
| Participant deferral / active EE | $6,906 | $4,498+53.5% | $3,438+100.9% | $5,439+27.0% |
| Admin fee / account holder | $1,271 | $8,613-85.2% | $5,558-77.1% | $10,885-88.3% |