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 | $72,883 | $114,381-36.3% | $107,525-32.2% | $142,382-48.8% |
| Participation rate | 78.9% | 78.1%+0.8pp | 75.1%+3.9pp | 80.1%-1.2pp |
| Annual return | 13.55% | 242.71%-229.2pp | 181.32%-167.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,703 | $4,015-7.8% | $3,754-1.3% | $4,299-13.9% |
| Participant deferral / active EE | $10,092 | $5,564+81.4% | $5,116+97.3% | $6,507+55.1% |
| Admin fee / account holder | $4,416 | $9,860-55.2% | $8,919-50.5% | $12,624-65.0% |