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 | $71,074 | $127,065-44.1% | $113,168-37.2% | $142,382-50.1% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 10.46% | 24.03%-13.6pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $1,137 | $3,442-67.0% | $2,975-61.8% | $4,299-73.6% |
| Participant deferral / active EE | $2,340 | $5,716-59.1% | $5,107-54.2% | $6,507-64.0% |
| Admin fee / account holder | $57,432 | $15,736+265.0% | $12,068+375.9% | $12,624+355.0% |