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 | $69,383 | $163,101-57.5% | $136,749-49.3% | $142,382-51.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 15.61% | 27.54%-11.9pp | 24.33%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,877 | $4,117-54.4% | $3,400-44.8% | $4,299-56.3% |
| Participant deferral / active EE | $4,072 | $5,585-27.1% | $4,692-13.2% | $6,507-37.4% |
| Admin fee / account holder | $2,792 | $14,318-80.5% | $11,386-75.5% | $12,624-77.9% |