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 | $69,864 | $163,101-57.2% | $136,749-48.9% | $142,382-50.9% |
| Participation rate | 78.9% | 78.2%+0.7pp | 72.1%+6.8pp | 80.1%-1.2pp |
| Annual return | 14.32% | 27.54%-13.2pp | 24.33%-10.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,788 | $4,117-56.6% | $3,400-47.4% | $4,299-58.4% |
| Participant deferral / active EE | $4,092 | $5,585-26.7% | $4,692-12.8% | $6,507-37.1% |
| Admin fee / account holder | $72,941 | $14,318+409.4% | $11,386+540.6% | $12,624+477.8% |