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 | $77,724 | $81,947-5.2% | $105,387-26.2% | $72,985+6.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 82.6%+4.9pp | 69.5%+18.0pp |
| Annual return | 21.72% | 42.90%-21.2pp | 26.82%-5.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,775 | $4,494-16.0% | $5,502-31.4% | $3,607+4.6% |
| Admin fee / account holder | $4,968 | $6,258-20.6% | $6,559-24.3% | $5,124-3.1% |