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 | $73,968 | $98,240-24.7% | $82,313-10.1% | $147,584-49.9% |
| Participation rate | 73.3% | 79.7%-6.4pp | 76.9%-3.6pp | 82.8%-9.5pp |
| Annual return | 13.91% | 30.85%-16.9pp | 25.88%-12.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $688 | $3,192-78.4% | $2,428-71.7% | $4,876-85.9% |
| Participant deferral / active EE | $1,405 | $4,383-67.9% | $3,706-62.1% | $5,439-74.2% |
| Admin fee / account holder | $2,294 | $8,563-73.2% | $5,608-59.1% | $10,885-78.9% |