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 | $60,534 | $65,041-6.9% | $90,951-33.4% | $79,858-24.2% |
| Participation rate | 88.6% | 61.6%+27.0pp | 69.0%+19.6pp | 69.6%+19.0pp |
| Annual return | 12.07% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,167 | $1,247+73.8% | $2,122+2.1% | $2,471-12.3% |
| Participant deferral / active EE | $2,197 | $2,512-12.5% | $3,373-34.9% | $3,740-41.2% |
| Admin fee / account holder | $14,552 | $4,536+220.8% | $5,959+144.2% | $5,306+174.2% |