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 | $76,055 | $183,519-58.6% | $155,509-51.1% | $145,922-47.9% |
| Participation rate | 76.9% | 82.7%-5.7pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 12.17% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,791 | $5,313-66.3% | $4,672-61.7% | $4,660-61.6% |
| Participant deferral / active EE | $5,671 | $6,462-12.2% | $5,626+0.8% | $6,688-15.2% |
| Admin fee / account holder | $4,118 | $19,313-78.7% | $15,912-74.1% | $13,397-69.3% |