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 | $68,628 | $106,515-35.6% | $96,683-29.0% | $139,434-50.8% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 11.83% | 38.43%-26.6pp | 35.69%-23.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $3,794 | $4,103-7.5% | $3,737+1.5% | $4,751-20.1% |
| Participant deferral / active EE | $6,575 | $5,454+20.6% | $4,878+34.8% | $6,710-2.0% |
| Admin fee / account holder | $2,717 | $7,877-65.5% | $6,730-59.6% | $11,403-76.2% |