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 | $73,793 | $84,936-13.1% | $111,297-33.7% | $79,386-7.0% |
| Participation rate | 80.4% | 75.9%+4.5pp | 77.3%+3.0pp | 70.7%+9.7pp |
| Annual return | 13.11% | 17.45%-4.3pp | 54.65%-41.5pp | 116.85%-103.7pp |
| Employer contribution / active EE | $793 | $1,979-59.9% | $2,731-71.0% | $2,427-67.3% |
| Participant deferral / active EE | $3,173 | $3,888-18.4% | $4,487-29.3% | $4,046-21.6% |
| Admin fee / account holder | $8,035 | $537+1395.9% | $7,964+0.9% | $626+1182.7% |