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 | $72,375 | $197,591-63.4% | $177,821-59.3% | $158,922-54.5% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 7.60% | 58.76%-51.2pp | 48.32%-40.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $3,958 | $6,697-40.9% | $5,918-33.1% | $4,761-16.9% |
| Participant deferral / active EE | $3,803 | $8,405-54.8% | $7,714-50.7% | $5,982-36.4% |
| Admin fee / account holder | $23,015 | $15,399+49.5% | $12,427+85.2% | $11,246+104.7% |