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 8-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 | $60,502 | $106,584-43.2% | $101,326-40.3% | $142,382-57.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 19.38% | 36.93%-17.5pp | 36.82%-17.4pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,374 | $3,956+61.1% | $3,665+73.9% | $4,299+48.3% |
| Participant deferral / active EE | $12,136 | $8,297+46.3% | $7,994+51.8% | $6,507+86.5% |
| Admin fee / account holder | $3,827 | $11,446-66.6% | $11,185-65.8% | $12,624-69.7% |