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 | $66,421 | $93,346-28.8% | $71,796-7.5% | $273,961-75.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 4.85% | 130.39%-125.5pp | 78.04%-73.2pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,171 | $2,733-57.2% | $1,924-39.2% | $4,869-76.0% |
| Participant deferral / active EE | $2,773 | $3,475-20.2% | $2,794-0.8% | $5,287-47.6% |
| Admin fee / account holder | $1,473 | $6,571-77.6% | $4,815-69.4% | $10,132-85.5% |