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 | $71,724 | $117,841-39.1% | $102,423-30.0% | $145,922-50.8% |
| Participation rate | 95.8% | 78.6%+17.2pp | 76.5%+19.3pp | 80.3%+15.6pp |
| Annual return | 11.78% | 31.65%-19.9pp | 29.32%-17.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,137 | $3,615-40.9% | $3,023-29.3% | $4,660-54.1% |
| Participant deferral / active EE | $4,806 | $5,731-16.1% | $5,053-4.9% | $6,688-28.1% |
| Admin fee / account holder | $6,893 | $13,326-48.3% | $9,451-27.1% | $13,397-48.5% |