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 | $72,978 | $87,013-16.1% | $106,213-31.3% | $80,856-9.7% |
| Participation rate | 70.0% | 70.4%-0.4pp | 75.3%-5.3pp | 67.6%+2.4pp |
| Annual return | 10.95% | 17.05%-6.1pp | 116.14%-105.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,796 | $2,395-25.0% | $3,171-43.4% | $2,755-34.8% |
| Participant deferral / active EE | $4,666 | $3,986+17.1% | $5,016-7.0% | $4,296+8.6% |
| Admin fee / account holder | $8,133 | $8,431-3.5% | $11,033-26.3% | $6,918+17.6% |