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 | $65,812 | $105,859-37.8% | $90,160-27.0% | $147,584-55.4% |
| Participation rate | 72.7% | 79.7%-7.0pp | 76.9%-4.1pp | 82.8%-10.1pp |
| Annual return | 15.19% | 37.63%-22.4pp | 34.88%-19.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,136 | $4,126-72.5% | $3,318-65.8% | $4,876-76.7% |
| Participant deferral / active EE | $3,606 | $5,733-37.1% | $5,288-31.8% | $5,439-33.7% |
| Admin fee / account holder | $3,007 | $8,046-62.6% | $5,943-49.4% | $10,885-72.4% |