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 | $68,455 | $113,339-39.6% | $94,993-27.9% | $147,584-53.6% |
| Participation rate | 72.7% | 78.0%-5.2pp | 73.9%-1.2pp | 82.8%-10.1pp |
| Annual return | 13.94% | 20.77%-6.8pp | 27.12%-13.2pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,265 | $3,160-60.0% | $2,603-51.4% | $4,876-74.1% |
| Participant deferral / active EE | $4,383 | $3,777+16.0% | $3,317+32.1% | $5,439-19.4% |
| Admin fee / account holder | $2,056 | $6,063-66.1% | $4,960-58.6% | $10,885-81.1% |