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 | $65,757 | $114,381-42.5% | $107,525-38.8% | $142,382-53.8% |
| Participation rate | 72.2% | 78.1%-5.9pp | 75.1%-2.9pp | 80.1%-7.9pp |
| Annual return | 14.84% | 242.71%-227.9pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,744 | $4,015-56.5% | $3,754-53.5% | $4,299-59.4% |
| Participant deferral / active EE | $2,862 | $5,564-48.6% | $5,116-44.0% | $6,507-56.0% |
| Admin fee / account holder | $5,819 | $9,860-41.0% | $8,919-34.8% | $12,624-53.9% |