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 | $60,366 | $125,758-52.0% | $169,993-64.5% | $75,163-19.7% |
| Participation rate | 76.0% | 83.6%-7.6pp | 87.0%-11.0pp | 67.2%+8.8pp |
| Annual return | 18.49% | 27.20%-8.7pp | 53.37%-34.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,320 | $4,615-49.7% | $6,785-65.8% | $2,670-13.1% |
| Participant deferral / active EE | $3,981 | $6,837-41.8% | $10,408-61.7% | $4,125-3.5% |
| Admin fee / account holder | $556 | $8,173-93.2% | $12,815-95.7% | $5,651-90.2% |