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 | $79,393 | $107,334-26.0% | $92,893-14.5% | $152,861-48.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 14.53% | 145.58%-131.1pp | 109.41%-94.9pp | 345.32%-330.8pp |
| Employer contribution / active EE | $1,989 | $4,221-52.9% | $3,653-45.6% | $4,762-58.2% |
| Participant deferral / active EE | $1,586 | $4,845-67.3% | $4,236-62.6% | $5,850-72.9% |
| Admin fee / account holder | $2,282 | $7,079-67.8% | $5,794-60.6% | $11,596-80.3% |