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 | $74,761 | $138,347-46.0% | $184,203-59.4% | $80,856-7.5% |
| Participation rate | 82.1% | 83.9%-1.7pp | 86.8%-4.7pp | 67.6%+14.5pp |
| Annual return | 13.71% | 20.02%-6.3pp | 28.81%-15.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,137 | $4,850-55.9% | $6,427-66.8% | $2,755-22.4% |
| Participant deferral / active EE | $5,460 | $7,071-22.8% | $9,131-40.2% | $4,296+27.1% |
| Admin fee / account holder | $6,153 | $10,483-41.3% | $13,901-55.7% | $6,918-11.1% |