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 | $60,121 | $106,515-43.6% | $96,683-37.8% | $139,434-56.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 15.40% | 38.43%-23.0pp | 35.69%-20.3pp | 372.94%-357.5pp |
| Employer contribution / active EE | $5,585 | $4,103+36.1% | $3,737+49.5% | $4,751+17.6% |
| Participant deferral / active EE | $7,576 | $5,454+38.9% | $4,878+55.3% | $6,710+12.9% |
| Admin fee / account holder | $3,683 | $7,877-53.2% | $6,730-45.3% | $11,403-67.7% |