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 | $72,861 | $110,257-33.9% | $96,544-24.5% | $139,434-47.7% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 25.21% | 26.32%-1.1pp | 25.84%-0.6pp | 372.94%-347.7pp |
| Employer contribution / active EE | $3,684 | $3,620+1.8% | $2,965+24.3% | $4,751-22.5% |
| Participant deferral / active EE | $4,126 | $5,548-25.6% | $4,851-14.9% | $6,710-38.5% |
| Admin fee / account holder | $1,739 | $11,591-85.0% | $8,252-78.9% | $11,403-84.8% |