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 | $78,178 | $103,376-24.4% | $87,100-10.2% | $152,861-48.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 21.33% | 28.10%-6.8pp | 28.19%-6.9pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,014 | $3,220-37.5% | $2,521-20.1% | $4,762-57.7% |
| Participant deferral / active EE | $2,901 | $4,778-39.3% | $4,049-28.3% | $5,850-50.4% |
| Admin fee / account holder | $456 | $12,205-96.3% | $7,497-93.9% | $11,596-96.1% |