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 | $85,307 | $115,882-26.4% | $100,516-15.1% | $158,922-46.3% |
| Participation rate | 76.9% | 81.6%-4.6pp | 79.4%-2.5pp | 82.0%-5.0pp |
| Annual return | 7.63% | 34.79%-27.2pp | 30.89%-23.3pp | 302.83%-295.2pp |
| Employer contribution / active EE | $411 | $4,103-90.0% | $3,418-88.0% | $4,761-91.4% |
| Participant deferral / active EE | $3,813 | $6,674-42.9% | $6,270-39.2% | $5,982-36.3% |
| Admin fee / account holder | $27,053 | $10,995+146.0% | $8,081+234.8% | $11,246+140.6% |