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 | $80,694 | $127,065-36.5% | $113,168-28.7% | $142,382-43.3% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 12.56% | 24.03%-11.5pp | 24.27%-11.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $1,372 | $3,442-60.1% | $2,975-53.9% | $4,299-68.1% |
| Participant deferral / active EE | $3,261 | $5,716-43.0% | $5,107-36.2% | $6,507-49.9% |
| Admin fee / account holder | $17,984 | $15,736+14.3% | $12,068+49.0% | $12,624+42.5% |