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 5-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 | $61,067 | $114,237-46.5% | $119,258-48.8% | $167,490-63.5% |
| Participation rate | 70.0% | 83.7%-13.7pp | 82.7%-12.7pp | 82.1%-12.1pp |
| Annual return | 13.52% | 29.87%-16.3pp | 30.69%-17.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,623 | $4,481-63.8% | $4,384-63.0% | $4,837-66.5% |
| Participant deferral / active EE | $6,256 | $6,084+2.8% | $6,111+2.4% | $6,341-1.3% |
| Admin fee / account holder | $10,310 | $8,932+15.4% | $7,226+42.7% | $12,309-16.2% |