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 | $64,730 | $162,781-60.2% | $133,956-51.7% | $158,922-59.3% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 11.30% | 41.94%-30.6pp | 45.09%-33.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,325 | $4,975-53.3% | $3,919-40.7% | $4,761-51.2% |
| Participant deferral / active EE | $3,244 | $5,911-45.1% | $5,048-35.7% | $5,982-45.8% |
| Admin fee / account holder | $7,052 | $11,736-39.9% | $8,927-21.0% | $11,246-37.3% |