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 | $79,171 | $116,175-31.9% | $93,606-15.4% | $152,861-48.2% |
| Participation rate | 77.3% | 78.0%-0.8pp | 75.8%+1.4pp | 82.4%-5.2pp |
| Annual return | 16.82% | 35.96%-19.1pp | 32.76%-15.9pp | 345.32%-328.5pp |
| Employer contribution / active EE | $1,419 | $3,218-55.9% | $2,718-47.8% | $4,762-70.2% |
| Participant deferral / active EE | $2,407 | $4,603-47.7% | $4,069-40.8% | $5,850-58.8% |
| Admin fee / account holder | $11,825 | $10,748+10.0% | $7,888+49.9% | $11,596+2.0% |