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 | $72,959 | $98,240-25.7% | $82,313-11.4% | $147,584-50.6% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 10.41% | 30.85%-20.4pp | 25.88%-15.5pp | 578.55%-568.1pp |
| Employer contribution / active EE | $2,210 | $3,192-30.8% | $2,428-9.0% | $4,876-54.7% |
| Participant deferral / active EE | $4,611 | $4,383+5.2% | $3,706+24.4% | $5,439-15.2% |
| Admin fee / account holder | $19,640 | $8,563+129.4% | $5,608+250.2% | $10,885+80.4% |