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 | $76,769 | $162,781-52.8% | $133,956-42.7% | $158,922-51.7% |
| Participation rate | 77.3% | 83.2%-5.9pp | 79.8%-2.6pp | 82.0%-4.7pp |
| Annual return | 11.19% | 41.94%-30.7pp | 45.09%-33.9pp | 302.83%-291.6pp |
| Employer contribution / active EE | $5,258 | $4,975+5.7% | $3,919+34.2% | $4,761+10.4% |
| Participant deferral / active EE | $8,146 | $5,911+37.8% | $5,048+61.4% | $5,982+36.2% |
| Admin fee / account holder | $28,854 | $11,736+145.8% | $8,927+223.2% | $11,246+156.6% |