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 5-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 | $71,327 | $95,266-25.1% | $82,389-13.4% | $142,382-49.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 17.75% | 25.74%-8.0pp | 28.67%-10.9pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,853 | $2,991-38.1% | $2,517-26.4% | $4,299-56.9% |
| Participant deferral / active EE | $10,921 | $4,809+127.1% | $4,155+162.9% | $6,507+67.8% |
| Admin fee / account holder | $5,037 | $8,563-41.2% | $7,231-30.3% | $12,624-60.1% |