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 | $61,226 | $140,940-56.6% | $112,229-45.4% | $139,434-56.1% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 19.03% | 32.71%-13.7pp | 30.20%-11.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,508 | $4,283-41.5% | $3,430-26.9% | $4,751-47.2% |
| Participant deferral / active EE | $4,957 | $5,874-15.6% | $4,798+3.3% | $6,710-26.1% |
| Admin fee / account holder | $660 | $9,954-93.4% | $7,748-91.5% | $11,403-94.2% |