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 | $66,149 | $124,319-46.8% | $111,297-40.6% | $167,490-60.5% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.78% | 37.44%-24.7pp | 54.65%-41.9pp | 478.56%-465.8pp |
| Employer contribution / active EE | $2,465 | $3,435-28.3% | $2,731-9.8% | $4,837-49.1% |
| Participant deferral / active EE | $4,109 | $5,180-20.7% | $4,487-8.4% | $6,341-35.2% |
| Admin fee / account holder | $16,744 | $10,618+57.7% | $7,964+110.3% | $12,309+36.0% |