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 | $72,093 | $85,022-15.2% | $70,515+2.2% | $139,434-48.3% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.3%+10.2pp | 80.3%-1.7pp |
| Annual return | 14.79% | 30.38%-15.6pp | 32.77%-18.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,082 | $3,909-21.1% | $2,973+3.7% | $4,751-35.1% |
| Participant deferral / active EE | $5,010 | $5,890-14.9% | $4,567+9.7% | $6,710-25.3% |
| Admin fee / account holder | $1,573 | $8,906-82.3% | $6,412-75.5% | $11,403-86.2% |