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 | $63,334 | $111,754-43.3% | $103,333-38.7% | $145,922-56.6% |
| Participation rate | 88.2% | 77.9%+10.3pp | 74.5%+13.7pp | 80.3%+8.0pp |
| Annual return | 11.64% | 24.77%-13.1pp | 24.88%-13.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,510 | $4,212-16.7% | $3,868-9.3% | $4,660-24.7% |
| Participant deferral / active EE | $5,114 | $5,619-9.0% | $5,057+1.1% | $6,688-23.5% |
| Admin fee / account holder | $8,794 | $9,750-9.8% | $8,355+5.3% | $13,397-34.4% |