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 | $66,728 | $117,841-43.4% | $102,423-34.9% | $145,922-54.3% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 11.22% | 31.65%-20.4pp | 29.32%-18.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,361 | $3,615-34.7% | $3,023-21.9% | $4,660-49.3% |
| Participant deferral / active EE | $3,616 | $5,731-36.9% | $5,053-28.4% | $6,688-45.9% |
| Admin fee / account holder | $1,741 | $13,326-86.9% | $9,451-81.6% | $13,397-87.0% |