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 | $75,216 | $165,335-54.5% | $149,696-49.8% | $158,922-52.7% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 14.43% | 348.15%-333.7pp | 276.60%-262.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,897 | $5,103-43.2% | $4,644-37.6% | $4,761-39.2% |
| Participant deferral / active EE | $9,018 | $7,181+25.6% | $6,842+31.8% | $5,982+50.7% |
| Admin fee / account holder | $7,021 | $10,807-35.0% | $9,309-24.6% | $11,246-37.6% |