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 | $84,448 | $110,261-23.4% | $95,745-11.8% | $139,434-39.4% |
| Participation rate | 71.4% | 75.8%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 12.33% | 27.11%-14.8pp | 28.35%-16.0pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,734 | $3,257-46.8% | $2,835-38.8% | $4,751-63.5% |
| Participant deferral / active EE | $4,237 | $4,676-9.4% | $4,245-0.2% | $6,710-36.9% |
| Admin fee / account holder | $4,583 | $6,613-30.7% | $5,678-19.3% | $11,403-59.8% |