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 | $72,296 | $111,754-35.3% | $103,333-30.0% | $145,922-50.5% |
| Participation rate | 81.0% | 77.9%+3.0pp | 74.5%+6.4pp | 80.3%+0.7pp |
| Annual return | 10.25% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,022 | $4,212-75.7% | $3,868-73.6% | $4,660-78.1% |
| Participant deferral / active EE | $2,946 | $5,619-47.6% | $5,057-41.8% | $6,688-56.0% |
| Admin fee / account holder | $25,495 | $9,750+161.5% | $8,355+205.2% | $13,397+90.3% |