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 | $60,897 | $70,669-13.8% | $169,368-64.0% | $75,163-19.0% |
| Participation rate | 93.9% | 64.8%+29.1pp | 77.1%+16.8pp | 67.2%+26.7pp |
| Annual return | 17.13% | 36.36%-19.2pp | 405.60%-388.5pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,828 | $2,211+27.9% | $4,013-29.5% | $2,670+5.9% |
| Participant deferral / active EE | $6,093 | $4,311+41.4% | $6,221-2.1% | $4,125+47.7% |
| Admin fee / account holder | $6,249 | $5,402+15.7% | $9,003-30.6% | $5,651+10.6% |