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 | $61,588 | $74,888-17.8% | $71,209-13.5% | $142,382-56.7% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 15.90% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,026 | $2,854-29.0% | $2,721-25.5% | $4,299-52.9% |
| Participant deferral / active EE | $7,704 | $4,454+73.0% | $4,175+84.5% | $6,507+18.4% |
| Admin fee / account holder | $7,370 | $5,568+32.4% | $5,349+37.8% | $12,624-41.6% |