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 | $73,512 | $94,338-22.1% | $100,534-26.9% | $142,382-48.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 17.61% | 29.20%-11.6pp | 32.66%-15.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,293 | $4,237-22.3% | $4,346-24.2% | $4,299-23.4% |
| Participant deferral / active EE | $2,702 | $5,934-54.5% | $6,144-56.0% | $6,507-58.5% |
| Admin fee / account holder | $5,902 | $8,421-29.9% | $7,654-22.9% | $12,624-53.2% |