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 | $78,814 | $110,257-28.5% | $96,544-18.4% | $139,434-43.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 9.66% | 26.32%-16.7pp | 25.84%-16.2pp | 372.94%-363.3pp |
| Employer contribution / active EE | $5,790 | $3,620+60.0% | $2,965+95.3% | $4,751+21.9% |
| Participant deferral / active EE | $0 | $5,548-100.0% | $4,851-100.0% | $6,710-100.0% |
| Admin fee / account holder | $182,732 | $11,591+1476.5% | $8,252+2114.3% | $11,403+1502.6% |