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 | $72,355 | $148,534-51.3% | $135,903-46.8% | $139,434-48.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 17.15% | 79.19%-62.0pp | 68.23%-51.1pp | 372.94%-355.8pp |
| Employer contribution / active EE | $3,182 | $5,243-39.3% | $4,856-34.5% | $4,751-33.0% |
| Participant deferral / active EE | $12,585 | $8,100+55.4% | $7,758+62.2% | $6,710+87.5% |
| Admin fee / account holder | $11,508 | $12,400-7.2% | $10,762+6.9% | $11,403+0.9% |