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 | $70,970 | $117,983-39.8% | $101,794-30.3% | $142,382-50.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 16.03% | 36.92%-20.9pp | 30.53%-14.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $975 | $2,773-64.8% | $2,289-57.4% | $4,299-77.3% |
| Participant deferral / active EE | $1,891 | $4,714-59.9% | $4,084-53.7% | $6,507-70.9% |
| Admin fee / account holder | $10,335 | $10,433-0.9% | $8,777+17.7% | $12,624-18.1% |