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 | $77,168 | $102,828-25.0% | $105,387-26.8% | $152,861-49.5% |
| Participation rate | 84.6% | 83.8%+0.9pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 23.58% | 20.85%+2.7pp | 26.82%-3.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,316 | $4,473-48.2% | $4,213-45.0% | $4,762-51.4% |
| Participant deferral / active EE | $4,365 | $5,465-20.1% | $5,502-20.7% | $5,850-25.4% |
| Admin fee / account holder | $2,666 | $8,683-69.3% | $6,559-59.4% | $11,596-77.0% |