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 5-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 | $64,731 | $111,754-42.1% | $103,333-37.4% | $145,922-55.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 12.31% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $4,678 | $4,212+11.1% | $3,868+21.0% | $4,660+0.4% |
| Participant deferral / active EE | $11,057 | $5,619+96.8% | $5,057+118.6% | $6,688+65.3% |
| Admin fee / account holder | $306 | $9,750-96.9% | $8,355-96.3% | $13,397-97.7% |