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 | $60,849 | $99,877-39.1% | $84,966-28.4% | $145,922-58.3% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.88% | 83.76%-70.9pp | 66.38%-53.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $4,706 | $3,231+45.6% | $2,727+72.6% | $4,660+1.0% |
| Participant deferral / active EE | $8,336 | $5,291+57.6% | $4,519+84.4% | $6,688+24.6% |
| Admin fee / account holder | $6,955 | $7,248-4.0% | $6,149+13.1% | $13,397-48.1% |