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 | $74,270 | $165,335-55.1% | $149,696-50.4% | $158,922-53.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 11.49% | 348.15%-336.7pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $1,531 | $5,103-70.0% | $4,644-67.0% | $4,761-67.9% |
| Participant deferral / active EE | $4,782 | $7,181-33.4% | $6,842-30.1% | $5,982-20.1% |
| Admin fee / account holder | $6,170 | $10,807-42.9% | $9,309-33.7% | $11,246-45.1% |