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 | $65,772 | $127,264-48.3% | $109,895-40.2% | $167,490-60.7% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.2%+13.3pp | 82.1%+5.4pp |
| Annual return | 13.15% | 22.97%-9.8pp | 29.45%-16.3pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,579 | $3,322+37.8% | $2,842+61.1% | $4,837-5.3% |
| Participant deferral / active EE | $4,355 | $4,514-3.5% | $4,048+7.6% | $6,341-31.3% |
| Admin fee / account holder | $4,429 | $7,114-37.7% | $6,066-27.0% | $12,309-64.0% |