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 | $78,853 | $127,065-37.9% | $113,168-30.3% | $142,382-44.6% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 12.42% | 24.03%-11.6pp | 24.27%-11.8pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,063 | $3,442-40.1% | $2,975-30.7% | $4,299-52.0% |
| Participant deferral / active EE | $8,172 | $5,716+43.0% | $5,107+60.0% | $6,507+25.6% |
| Admin fee / account holder | $131,259 | $15,736+734.1% | $12,068+987.7% | $12,624+939.8% |