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 | $70,800 | $115,882-38.9% | $100,516-29.6% | $158,922-55.4% |
| Participation rate | 78.9% | 81.6%-2.6pp | 79.4%-0.5pp | 82.0%-3.0pp |
| Annual return | 15.00% | 34.79%-19.8pp | 30.89%-15.9pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,616 | $4,103-60.6% | $3,418-52.7% | $4,761-66.1% |
| Participant deferral / active EE | $3,160 | $6,674-52.7% | $6,270-49.6% | $5,982-47.2% |
| Admin fee / account holder | $3,429 | $10,995-68.8% | $8,081-57.6% | $11,246-69.5% |