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 | $65,060 | $89,355-27.2% | $141,162-53.9% | $72,985-10.9% |
| Participation rate | 86.6% | 75.1%+11.5pp | 82.5%+4.1pp | 69.5%+17.1pp |
| Annual return | 24.28% | 111.85%-87.6pp | 71.39%-47.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $3,452 | $3,114+10.9% | $4,735-27.1% | $2,440+41.5% |
| Participant deferral / active EE | $5,908 | $5,418+9.0% | $6,709-11.9% | $3,607+63.8% |
| Admin fee / account holder | $2,866 | $5,958-51.9% | $10,261-72.1% | $5,124-44.1% |