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 | $72,137 | $165,335-56.4% | $149,696-51.8% | $158,922-54.6% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 13.58% | 348.15%-334.6pp | 276.60%-263.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,929 | $5,103-62.2% | $4,644-58.5% | $4,761-59.5% |
| Participant deferral / active EE | $6,212 | $7,181-13.5% | $6,842-9.2% | $5,982+3.8% |
| Admin fee / account holder | $2,542 | $10,807-76.5% | $9,309-72.7% | $11,246-77.4% |