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 | $70,781 | $92,222-23.2% | $76,768-7.8% | $135,375-47.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 19.77% | 5.46%+14.3pp | 2.43%+17.3pp | 519.73%-500.0pp |
| Employer contribution / active EE | $704 | $3,216-78.1% | $2,485-71.7% | $4,779-85.3% |
| Participant deferral / active EE | $2,716 | $4,509-39.8% | $3,852-29.5% | $5,609-51.6% |
| Admin fee / account holder | $43,156 | $10,748+301.5% | $6,675+546.5% | $10,827+298.6% |