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 | $81,011 | $104,251-22.3% | $91,001-11.0% | $147,584-45.1% |
| Participation rate | 73.7% | 78.2%-4.6pp | 75.6%-1.9pp | 82.8%-9.1pp |
| Annual return | 29.81% | 27.06%+2.7pp | 4.60%+25.2pp | 578.55%-548.7pp |
| Employer contribution / active EE | $2,720 | $3,116-12.7% | $2,456+10.8% | $4,876-44.2% |
| Participant deferral / active EE | $5,598 | $4,195+33.4% | $3,547+57.8% | $5,439+2.9% |
| Admin fee / account holder | $3,414 | $8,948-61.9% | $5,417-37.0% | $10,885-68.6% |