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 | $80,936 | $111,754-27.6% | $103,333-21.7% | $145,922-44.5% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 13.95% | 24.77%-10.8pp | 24.88%-10.9pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,489 | $4,212-17.2% | $3,868-9.8% | $4,660-25.1% |
| Participant deferral / active EE | $10,489 | $5,619+86.7% | $5,057+107.4% | $6,688+56.8% |
| Admin fee / account holder | $10,406 | $9,750+6.7% | $8,355+24.6% | $13,397-22.3% |