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 | $94,078 | $106,515-11.7% | $96,683-2.7% | $139,434-32.5% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 13.57% | 38.43%-24.9pp | 35.69%-22.1pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,360 | $4,103-66.8% | $3,737-63.6% | $4,751-71.4% |
| Participant deferral / active EE | $1,587 | $5,454-70.9% | $4,878-67.5% | $6,710-76.3% |
| Admin fee / account holder | $2,680 | $7,877-66.0% | $6,730-60.2% | $11,403-76.5% |