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 | $78,182 | $127,065-38.5% | $113,168-30.9% | $142,382-45.1% |
| Participation rate | 88.2% | 79.2%+9.0pp | 76.6%+11.7pp | 80.1%+8.1pp |
| Annual return | 14.91% | 24.03%-9.1pp | 24.27%-9.4pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,413 | $3,442-29.9% | $2,975-18.9% | $4,299-43.9% |
| Participant deferral / active EE | $6,184 | $5,716+8.2% | $5,107+21.1% | $6,507-5.0% |
| Admin fee / account holder | $5,262 | $15,736-66.6% | $12,068-56.4% | $12,624-58.3% |