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 | $72,686 | $176,812-58.9% | $146,665-50.4% | $167,490-56.6% |
| Participation rate | 78.9% | 83.6%-4.7pp | 80.1%-1.1pp | 82.1%-3.2pp |
| Annual return | 12.10% | 24.03%-11.9pp | 22.74%-10.6pp | 478.56%-466.5pp |
| Employer contribution / active EE | $2,357 | $5,160-54.3% | $4,136-43.0% | $4,837-51.3% |
| Participant deferral / active EE | $5,921 | $6,440-8.0% | $5,506+7.5% | $6,341-6.6% |
| Admin fee / account holder | $3,715 | $13,259-72.0% | $10,280-63.9% | $12,309-69.8% |