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 | $71,243 | $91,190-21.9% | $178,490-60.1% | $79,858-10.8% |
| Participation rate | 90.5% | 69.2%+21.3pp | 81.9%+8.6pp | 69.6%+20.9pp |
| Annual return | 11.03% | 24.19%-13.2pp | 151.07%-140.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $4,213 | $3,256+29.4% | $5,011-15.9% | $2,471+70.5% |
| Participant deferral / active EE | $5,577 | $3,236+72.3% | $5,202+7.2% | $3,740+49.1% |
| Admin fee / account holder | $14,740 | $6,751+118.3% | $13,984+5.4% | $5,306+177.8% |