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 | $75,377 | $95,416-21.0% | $185,823-59.4% | $85,850-12.2% |
| Participation rate | 77.8% | 68.8%+9.0pp | 81.7%-3.9pp | 69.3%+8.5pp |
| Annual return | 12.59% | 23.59%-11.0pp | 122.05%-109.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,445 | $3,314+4.0% | $5,167-33.3% | $2,565+34.3% |
| Participant deferral / active EE | $6,206 | $3,423+81.3% | $5,568+11.5% | $3,952+57.0% |
| Admin fee / account holder | $906 | $7,213-87.4% | $16,237-94.4% | $6,260-85.5% |