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 | $71,682 | $106,515-32.7% | $96,683-25.9% | $139,434-48.6% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 13.24% | 38.43%-25.2pp | 35.69%-22.5pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,153 | $4,103-23.1% | $3,737-15.6% | $4,751-33.6% |
| Participant deferral / active EE | $6,480 | $5,454+18.8% | $4,878+32.8% | $6,710-3.4% |
| Admin fee / account holder | $6,250 | $7,877-20.7% | $6,730-7.1% | $11,403-45.2% |