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 | $68,469 | $165,335-58.6% | $149,696-54.3% | $158,922-56.9% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 17.80% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,469 | $5,103-71.2% | $4,644-68.4% | $4,761-69.1% |
| Participant deferral / active EE | $6,528 | $7,181-9.1% | $6,842-4.6% | $5,982+9.1% |
| Admin fee / account holder | $2,463 | $10,807-77.2% | $9,309-73.5% | $11,246-78.1% |