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 | $73,732 | $140,940-47.7% | $112,229-34.3% | $139,434-47.1% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 14.76% | 32.71%-17.9pp | 30.20%-15.4pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,061 | $4,283-28.5% | $3,430-10.8% | $4,751-35.6% |
| Participant deferral / active EE | $3,145 | $5,874-46.5% | $4,798-34.5% | $6,710-53.1% |
| Admin fee / account holder | $12,595 | $9,954+26.5% | $7,748+62.5% | $11,403+10.5% |