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 | $79,197 | $116,175-31.8% | $93,606-15.4% | $152,861-48.2% |
| Participation rate | 84.6% | 78.0%+6.6pp | 75.8%+8.8pp | 82.4%+2.2pp |
| Annual return | 17.88% | 35.96%-18.1pp | 32.76%-14.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,186 | $3,218-63.1% | $2,718-56.4% | $4,762-75.1% |
| Participant deferral / active EE | $2,444 | $4,603-46.9% | $4,069-39.9% | $5,850-58.2% |
| Admin fee / account holder | $6,522 | $10,748-39.3% | $7,888-17.3% | $11,596-43.8% |