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 | $77,984 | $228,332-65.8% | $185,823-58.0% | $158,922-50.9% |
| Participation rate | 76.5% | 82.3%-5.8pp | 78.0%-1.6pp | 82.0%-5.5pp |
| Annual return | 20.46% | 40.80%-20.3pp | 35.95%-15.5pp | 302.83%-282.4pp |
| Employer contribution / active EE | $744 | $4,967-85.0% | $4,087-81.8% | $4,761-84.4% |
| Participant deferral / active EE | $3,327 | $6,415-48.1% | $5,632-40.9% | $5,982-44.4% |
| Admin fee / account holder | $819 | $11,864-93.1% | $9,500-91.4% | $11,246-92.7% |