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 | $66,977 | $110,257-39.3% | $96,544-30.6% | $139,434-52.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 11.94% | 26.32%-14.4pp | 25.84%-13.9pp | 372.94%-361.0pp |
| Employer contribution / active EE | $5,949 | $3,620+64.3% | $2,965+100.6% | $4,751+25.2% |
| Participant deferral / active EE | $5,713 | $5,548+3.0% | $4,851+17.8% | $6,710-14.9% |
| Admin fee / account holder | $1,414 | $11,591-87.8% | $8,252-82.9% | $11,403-87.6% |