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 | $74,303 | $109,881-32.4% | $150,045-50.5% | $84,808-12.4% |
| Participation rate | 71.8% | 76.1%-4.3pp | 82.3%-10.6pp | 68.3%+3.5pp |
| Annual return | 18.41% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,594 | $3,561-27.2% | $4,693-44.7% | $2,631-1.4% |
| Participant deferral / active EE | $5,660 | $6,636-14.7% | $7,997-29.2% | $4,212+34.4% |
| Admin fee / account holder | $13,996 | $8,568+63.4% | $13,435+4.2% | $7,344+90.6% |