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 | $70,572 | $93,571-24.6% | $135,903-48.1% | $75,163-6.1% |
| Participation rate | 76.3% | 75.2%+1.1pp | 81.9%-5.6pp | 67.2%+9.1pp |
| Annual return | 16.25% | 30.90%-14.7pp | 68.23%-52.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $2,087 | $3,537-41.0% | $4,856-57.0% | $2,670-21.8% |
| Participant deferral / active EE | $4,116 | $6,404-35.7% | $7,758-46.9% | $4,125-0.2% |
| Admin fee / account holder | $4,639 | $6,975-33.5% | $10,762-56.9% | $5,651-17.9% |