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 | $60,741 | $110,257-44.9% | $96,544-37.1% | $139,434-56.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | 14.22% | 26.32%-12.1pp | 25.84%-11.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $5,017 | $3,620+38.6% | $2,965+69.2% | $4,751+5.6% |
| Participant deferral / active EE | $14,014 | $5,548+152.6% | $4,851+188.9% | $6,710+108.9% |
| Admin fee / account holder | $454 | $11,591-96.1% | $8,252-94.5% | $11,403-96.0% |