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 | $70,722 | $110,261-35.9% | $95,745-26.1% | $139,434-49.3% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 9.45% | 27.11%-17.7pp | 28.35%-18.9pp | 372.94%-363.5pp |
| Employer contribution / active EE | $2,530 | $3,257-22.3% | $2,835-10.7% | $4,751-46.7% |
| Participant deferral / active EE | $2,961 | $4,676-36.7% | $4,245-30.2% | $6,710-55.9% |
| Admin fee / account holder | $4,600 | $6,613-30.4% | $5,678-19.0% | $11,403-59.7% |