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 | $71,600 | $98,240-27.1% | $82,313-13.0% | $147,584-51.5% |
| Participation rate | 88.2% | 79.7%+8.5pp | 76.9%+11.3pp | 82.8%+5.4pp |
| Annual return | 16.55% | 30.85%-14.3pp | 25.88%-9.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,407 | $3,192-24.6% | $2,428-0.9% | $4,876-50.6% |
| Participant deferral / active EE | $3,456 | $4,383-21.1% | $3,706-6.7% | $5,439-36.4% |
| Admin fee / account holder | $2,313 | $8,563-73.0% | $5,608-58.8% | $10,885-78.8% |