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 | $70,290 | $93,346-24.7% | $71,796-2.1% | $273,961-74.3% |
| Participation rate | 73.7% | 76.5%-2.8pp | 69.1%+4.6pp | 83.0%-9.3pp |
| Annual return | 1.57% | 130.39%-128.8pp | 78.04%-76.5pp | 41.45%-39.9pp |
| Employer contribution / active EE | $772 | $2,733-71.7% | $1,924-59.9% | $4,869-84.1% |
| Participant deferral / active EE | $3,841 | $3,475+10.5% | $2,794+37.4% | $5,287-27.4% |
| Admin fee / account holder | $13,759 | $6,571+109.4% | $4,815+185.7% | $10,132+35.8% |