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 | $71,047 | $99,020-28.2% | $86,590-17.9% | $147,584-51.9% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 11.15% | 1312.34%-1301.2pp | 964.84%-953.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $1,325 | $3,132-57.7% | $2,839-53.3% | $4,876-72.8% |
| Participant deferral / active EE | $2,650 | $3,972-33.3% | $3,609-26.6% | $5,439-51.3% |
| Admin fee / account holder | $5,663 | $5,710-0.8% | $4,906+15.4% | $10,885-48.0% |