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 | $58,262 | $89,355-34.8% | $141,162-58.7% | $72,985-20.2% |
| Participation rate | 85.3% | 75.1%+10.1pp | 82.5%+2.8pp | 69.5%+15.8pp |
| Annual return | 41.43% | 111.85%-70.4pp | 71.39%-30.0pp | 81.00%-39.6pp |
| Employer contribution / active EE | $3,380 | $3,114+8.5% | $4,735-28.6% | $2,440+38.5% |
| Participant deferral / active EE | $3,217 | $5,418-40.6% | $6,709-52.0% | $3,607-10.8% |
| Admin fee / account holder | $3,501 | $5,958-41.2% | $10,261-65.9% | $5,124-31.7% |