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 | $69,376 | $78,422-11.5% | $95,952-27.7% | $79,858-13.1% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.1pp |
| Annual return | 12.49% | 19.37%-6.9pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,422 | $1,945-26.9% | $2,541-44.0% | $2,471-42.4% |
| Participant deferral / active EE | $3,968 | $3,440+15.4% | $4,167-4.8% | $3,740+6.1% |
| Admin fee / account holder | $19,118 | $5,622+240.1% | $6,795+181.3% | $5,306+260.3% |