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 | $72,974 | $100,773-27.6% | $88,946-18.0% | $142,382-48.7% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 13.96% | 70.18%-56.2pp | 57.82%-43.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $878 | $2,918-69.9% | $2,555-65.6% | $4,299-79.6% |
| Participant deferral / active EE | $2,184 | $5,230-58.3% | $4,581-52.3% | $6,507-66.4% |
| Admin fee / account holder | $3,247 | $9,693-66.5% | $8,261-60.7% | $12,624-74.3% |