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 | $58,276 | $124,319-53.1% | $111,297-47.6% | $167,490-65.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 15.68% | 37.44%-21.8pp | 54.65%-39.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $3,668 | $3,435+6.8% | $2,731+34.3% | $4,837-24.2% |
| Participant deferral / active EE | $6,538 | $5,180+26.2% | $4,487+45.7% | $6,341+3.1% |
| Admin fee / account holder | $2,367 | $10,618-77.7% | $7,964-70.3% | $12,309-80.8% |