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 | $65,296 | $176,056-62.9% | $159,436-59.0% | $167,490-61.0% |
| Participation rate | 81.0% | 84.9%-4.0pp | 82.8%-1.9pp | 82.1%-1.2pp |
| Annual return | 13.53% | 331.75%-318.2pp | 263.57%-250.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $3,258 | $5,297-38.5% | $4,829-32.5% | $4,837-32.7% |
| Participant deferral / active EE | $5,776 | $7,750-25.5% | $7,352-21.4% | $6,341-8.9% |
| Admin fee / account holder | $1,535 | $12,554-87.8% | $10,799-85.8% | $12,309-87.5% |