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 | $71,436 | $123,793-42.3% | $177,821-59.8% | $79,858-10.5% |
| Participation rate | 84.2% | 84.7%-0.4pp | 87.7%-3.5pp | 69.6%+14.6pp |
| Annual return | 14.73% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $1,781 | $4,095-56.5% | $5,918-69.9% | $2,471-27.9% |
| Participant deferral / active EE | $4,049 | $5,956-32.0% | $7,714-47.5% | $3,740+8.3% |
| Admin fee / account holder | $2,137 | $7,243-70.5% | $12,427-82.8% | $5,306-59.7% |