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 | $72,012 | $103,376-30.3% | $87,100-17.3% | $152,861-52.9% |
| Participation rate | 70.8% | 79.3%-8.5pp | 76.9%-6.0pp | 82.4%-11.6pp |
| Annual return | 15.75% | 28.10%-12.4pp | 28.19%-12.4pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,057 | $3,220-36.1% | $2,521-18.4% | $4,762-56.8% |
| Participant deferral / active EE | $2,443 | $4,778-48.9% | $4,049-39.7% | $5,850-58.2% |
| Admin fee / account holder | $11,969 | $12,205-1.9% | $7,497+59.7% | $11,596+3.2% |