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 | $81,819 | $197,591-58.6% | $177,821-54.0% | $158,922-48.5% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 8.27% | 58.76%-50.5pp | 48.32%-40.1pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,493 | $6,697-62.8% | $5,918-57.9% | $4,761-47.6% |
| Participant deferral / active EE | $4,464 | $8,405-46.9% | $7,714-42.1% | $5,982-25.4% |
| Admin fee / account holder | $3,589 | $15,399-76.7% | $12,427-71.1% | $11,246-68.1% |