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 | $68,075 | $111,754-39.1% | $103,333-34.1% | $145,922-53.3% |
| Participation rate | 76.9% | 77.9%-1.0pp | 74.5%+2.4pp | 80.3%-3.4pp |
| Annual return | 10.87% | 24.77%-13.9pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $3,322 | $4,212-21.1% | $3,868-14.1% | $4,660-28.7% |
| Participant deferral / active EE | $7,713 | $5,619+37.3% | $5,057+52.5% | $6,688+15.3% |
| Admin fee / account holder | $2,087 | $9,750-78.6% | $8,355-75.0% | $13,397-84.4% |