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 | $64,348 | $201,272-68.0% | $184,203-65.1% | $145,922-55.9% |
| Participation rate | 79.2% | 87.5%-8.3pp | 86.8%-7.7pp | 80.3%-1.1pp |
| Annual return | 13.03% | 29.00%-16.0pp | 28.81%-15.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,336 | $7,022-66.7% | $6,427-63.6% | $4,660-49.9% |
| Participant deferral / active EE | $4,369 | $9,806-55.4% | $9,131-52.2% | $6,688-34.7% |
| Admin fee / account holder | $14,693 | $16,364-10.2% | $13,901+5.7% | $13,397+9.7% |