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 | $76,383 | $115,770-34.0% | $101,248-24.6% | $158,922-51.9% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.98% | 56.14%-43.2pp | 46.47%-33.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,627 | $4,175-61.0% | $3,660-55.5% | $4,761-65.8% |
| Participant deferral / active EE | $3,848 | $4,957-22.4% | $4,370-11.9% | $5,982-35.7% |
| Admin fee / account holder | $21,926 | $7,245+202.6% | $5,945+268.8% | $11,246+95.0% |