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 | $78,679 | $148,534-47.0% | $135,903-42.1% | $139,434-43.6% |
| Participation rate | 73.7% | 83.9%-10.2pp | 81.9%-8.2pp | 80.3%-6.6pp |
| Annual return | 13.27% | 79.19%-65.9pp | 68.23%-55.0pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,022 | $5,243-61.4% | $4,856-58.4% | $4,751-57.4% |
| Participant deferral / active EE | $5,618 | $8,100-30.6% | $7,758-27.6% | $6,710-16.3% |
| Admin fee / account holder | $10,130 | $12,400-18.3% | $10,762-5.9% | $11,403-11.2% |