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 | $66,996 | $117,841-43.1% | $102,423-34.6% | $145,922-54.1% |
| Participation rate | 78.9% | 78.6%+0.4pp | 76.5%+2.5pp | 80.3%-1.3pp |
| Annual return | 11.16% | 31.65%-20.5pp | 29.32%-18.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,839 | $3,615-21.5% | $3,023-6.1% | $4,660-39.1% |
| Participant deferral / active EE | $4,725 | $5,731-17.5% | $5,053-6.5% | $6,688-29.3% |
| Admin fee / account holder | $6,182 | $13,326-53.6% | $9,451-34.6% | $13,397-53.9% |