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 | $78,613 | $110,257-28.7% | $96,544-18.6% | $139,434-43.6% |
| Participation rate | 86.7% | 78.1%+8.6pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 19.86% | 26.32%-6.5pp | 25.84%-6.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $2,017 | $3,620-44.3% | $2,965-32.0% | $4,751-57.5% |
| Participant deferral / active EE | $4,688 | $5,548-15.5% | $4,851-3.4% | $6,710-30.1% |
| Admin fee / account holder | $1,288 | $11,591-88.9% | $8,252-84.4% | $11,403-88.7% |