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 | $72,041 | $99,877-27.9% | $84,966-15.2% | $145,922-50.6% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 10.96% | 83.76%-72.8pp | 66.38%-55.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $833 | $3,231-74.2% | $2,727-69.4% | $4,660-82.1% |
| Participant deferral / active EE | $2,940 | $5,291-44.4% | $4,519-35.0% | $6,688-56.0% |
| Admin fee / account holder | $24,817 | $7,248+242.4% | $6,149+303.6% | $13,397+85.2% |