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 | $70,777 | $91,037-22.3% | $71,671-1.2% | $147,584-52.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 15.46% | 20.48%-5.0pp | 20.65%-5.2pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,438 | $3,327-56.8% | $2,460-41.5% | $4,876-70.5% |
| Participant deferral / active EE | $3,668 | $4,498-18.4% | $3,438+6.7% | $5,439-32.6% |
| Admin fee / account holder | $1,463 | $8,613-83.0% | $5,558-73.7% | $10,885-86.6% |