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 | $72,220 | $124,281-41.9% | $109,143-33.8% | $167,490-56.9% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.9%+9.1pp | 82.1%+2.9pp |
| Annual return | 13.43% | 26.04%-12.6pp | 25.75%-12.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,170 | $4,207-48.4% | $3,722-41.7% | $4,837-55.2% |
| Participant deferral / active EE | $5,182 | $5,255-1.4% | $4,653+11.4% | $6,341-18.3% |
| Admin fee / account holder | $1,468 | $7,970-81.6% | $6,752-78.3% | $12,309-88.1% |