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 | $69,864 | $157,256-55.6% | $141,162-50.5% | $152,861-54.3% |
| Participation rate | 76.5% | 84.8%-8.3pp | 82.5%-6.0pp | 82.4%-6.0pp |
| Annual return | 27.04% | 64.32%-37.3pp | 71.39%-44.3pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,404 | $5,261-73.3% | $4,735-70.3% | $4,762-70.5% |
| Participant deferral / active EE | $3,365 | $7,109-52.7% | $6,709-49.8% | $5,850-42.5% |
| Admin fee / account holder | $25,005 | $12,120+106.3% | $10,261+143.7% | $11,596+115.6% |