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 | $79,473 | $106,515-25.4% | $96,683-17.8% | $139,434-43.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.21% | 38.43%-24.2pp | 35.69%-21.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $3,070 | $4,103-25.2% | $3,737-17.8% | $4,751-35.4% |
| Participant deferral / active EE | $5,382 | $5,454-1.3% | $4,878+10.3% | $6,710-19.8% |
| Admin fee / account holder | $9,220 | $7,877+17.0% | $6,730+37.0% | $11,403-19.1% |