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 | $74,046 | $110,257-32.8% | $96,544-23.3% | $139,434-46.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 76.0%-4.5pp | 80.3%-8.9pp |
| Annual return | 13.14% | 26.32%-13.2pp | 25.84%-12.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $2,139 | $3,620-40.9% | $2,965-27.9% | $4,751-55.0% |
| Participant deferral / active EE | $3,374 | $5,548-39.2% | $4,851-30.4% | $6,710-49.7% |
| Admin fee / account holder | $8,664 | $11,591-25.3% | $8,252+5.0% | $11,403-24.0% |