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 | $76,244 | $157,256-51.5% | $141,162-46.0% | $152,861-50.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 15.77% | 64.32%-48.6pp | 71.39%-55.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,926 | $5,261-44.4% | $4,735-38.2% | $4,762-38.6% |
| Participant deferral / active EE | $6,434 | $7,109-9.5% | $6,709-4.1% | $5,850+10.0% |
| Admin fee / account holder | $3,308 | $12,120-72.7% | $10,261-67.8% | $11,596-71.5% |