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 | $79,672 | $171,164-53.5% | $127,761-37.6% | $152,861-47.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.0%+1.0pp | 82.4%-2.4pp |
| Annual return | 20.82% | 23.54%-2.7pp | 26.14%-5.3pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,655 | $5,447-69.6% | $4,574-63.8% | $4,762-65.2% |
| Participant deferral / active EE | $2,432 | $7,038-65.4% | $6,021-59.6% | $5,850-58.4% |
| Admin fee / account holder | $1,266 | $14,530-91.3% | $9,395-86.5% | $11,596-89.1% |