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 | $67,428 | $97,757-31.0% | $83,848-19.6% | $135,375-50.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | 1.42% | 1287.37%-1285.9pp | 850.88%-849.5pp | 519.73%-518.3pp |
| Employer contribution / active EE | $2,344 | $4,222-44.5% | $3,631-35.4% | $4,779-50.9% |
| Participant deferral / active EE | $5,846 | $4,682+24.9% | $4,082+43.2% | $5,609+4.2% |
| Admin fee / account holder | $2,053 | $6,674-69.2% | $5,478-62.5% | $10,827-81.0% |