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 | $77,276 | $148,978-48.1% | $200,582-61.5% | $84,808-8.9% |
| Participation rate | 70.2% | 84.2%-14.0pp | 86.9%-16.7pp | 68.3%+1.9pp |
| Annual return | 16.54% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,420 | $4,815-49.7% | $6,419-62.3% | $2,631-8.0% |
| Participant deferral / active EE | $5,740 | $7,142-19.6% | $9,331-38.5% | $4,212+36.3% |
| Admin fee / account holder | $30,972 | $13,977+121.6% | $16,305+90.0% | $7,344+321.7% |