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 | $70,346 | $111,754-37.1% | $103,333-31.9% | $145,922-51.8% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 9.80% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,873 | $4,212-55.5% | $3,868-51.6% | $4,660-59.8% |
| Participant deferral / active EE | $5,156 | $5,619-8.2% | $5,057+1.9% | $6,688-22.9% |
| Admin fee / account holder | $952 | $9,750-90.2% | $8,355-88.6% | $13,397-92.9% |