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 | $62,758 | $162,781-61.4% | $133,956-53.2% | $158,922-60.5% |
| Participation rate | 81.0% | 83.2%-2.3pp | 79.8%+1.1pp | 82.0%-1.0pp |
| Annual return | 12.04% | 41.94%-29.9pp | 45.09%-33.1pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,367 | $4,975-52.4% | $3,919-39.6% | $4,761-50.3% |
| Participant deferral / active EE | $5,683 | $5,911-3.9% | $5,048+12.6% | $5,982-5.0% |
| Admin fee / account holder | $6,905 | $11,736-41.2% | $8,927-22.7% | $11,246-38.6% |