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 | $72,531 | $98,240-26.2% | $82,313-11.9% | $147,584-50.9% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 14.07% | 30.85%-16.8pp | 25.88%-11.8pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,042 | $3,192-4.7% | $2,428+25.3% | $4,876-37.6% |
| Participant deferral / active EE | $5,511 | $4,383+25.7% | $3,706+48.7% | $5,439+1.3% |
| Admin fee / account holder | $7,892 | $8,563-7.8% | $5,608+40.7% | $10,885-27.5% |