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 | $69,392 | $106,584-34.9% | $101,326-31.5% | $142,382-51.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 20.86% | 36.93%-16.1pp | 36.82%-16.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $4,040 | $3,956+2.1% | $3,665+10.2% | $4,299-6.0% |
| Participant deferral / active EE | $6,252 | $8,297-24.7% | $7,994-21.8% | $6,507-3.9% |
| Admin fee / account holder | $4,067 | $11,446-64.5% | $11,185-63.6% | $12,624-67.8% |