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 | $77,544 | $88,707-12.6% | $74,183+4.5% | $273,961-71.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 9.56% | 11.94%-2.4pp | 17.74%-8.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $986 | $3,159-68.8% | $2,370-58.4% | $4,869-79.8% |
| Participant deferral / active EE | $2,997 | $4,212-28.8% | $3,550-15.6% | $5,287-43.3% |
| Admin fee / account holder | $1,134 | $8,717-87.0% | $5,586-79.7% | $10,132-88.8% |