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 | $71,928 | $76,367-5.8% | $93,606-23.2% | $72,985-1.4% |
| Participation rate | 75.4% | 71.7%+3.6pp | 75.8%-0.5pp | 69.5%+5.9pp |
| Annual return | 21.31% | 25.82%-4.5pp | 32.76%-11.4pp | 81.00%-59.7pp |
| Employer contribution / active EE | $803 | $2,275-64.7% | $2,718-70.5% | $2,440-67.1% |
| Participant deferral / active EE | $3,618 | $3,538+2.3% | $4,069-11.1% | $3,607+0.3% |
| Admin fee / account holder | $3,891 | $6,838-43.1% | $7,888-50.7% | $5,124-24.1% |