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 | $69,047 | $95,561-27.7% | $77,163-10.5% | $139,434-50.5% |
| Participation rate | 88.9% | 73.9%+14.9pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 19.60% | 54.92%-35.3pp | 37.87%-18.3pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,607 | $3,147-17.2% | $2,535+2.8% | $4,751-45.1% |
| Participant deferral / active EE | $7,567 | $4,624+63.7% | $3,833+97.4% | $6,710+12.8% |
| Admin fee / account holder | $1,091 | $8,295-86.8% | $5,472-80.1% | $11,403-90.4% |