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 | $66,987 | $106,515-37.1% | $96,683-30.7% | $139,434-52.0% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 33.79% | 38.43%-4.6pp | 35.69%-1.9pp | 372.94%-339.1pp |
| Employer contribution / active EE | $2,119 | $4,103-48.4% | $3,737-43.3% | $4,751-55.4% |
| Participant deferral / active EE | $5,095 | $5,454-6.6% | $4,878+4.4% | $6,710-24.1% |
| Admin fee / account holder | $1,984 | $7,877-74.8% | $6,730-70.5% | $11,403-82.6% |