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 | $70,033 | $98,240-28.7% | $82,313-14.9% | $147,584-52.5% |
| Participation rate | 78.3% | 79.7%-1.5pp | 76.9%+1.4pp | 82.8%-4.6pp |
| Annual return | 10.89% | 30.85%-20.0pp | 25.88%-15.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $1,833 | $3,192-42.6% | $2,428-24.5% | $4,876-62.4% |
| Participant deferral / active EE | $5,510 | $4,383+25.7% | $3,706+48.7% | $5,439+1.3% |
| Admin fee / account holder | $5,039 | $8,563-41.2% | $5,608-10.1% | $10,885-53.7% |