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 | $73,600 | $165,335-55.5% | $149,696-50.8% | $158,922-53.7% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 18.41% | 348.15%-329.7pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $906 | $5,103-82.3% | $4,644-80.5% | $4,761-81.0% |
| Participant deferral / active EE | $2,748 | $7,181-61.7% | $6,842-59.8% | $5,982-54.1% |
| Admin fee / account holder | $2,784 | $10,807-74.2% | $9,309-70.1% | $11,246-75.2% |