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 | $71,163 | $104,251-31.7% | $91,001-21.8% | $147,584-51.8% |
| Participation rate | 87.0% | 78.2%+8.7pp | 75.6%+11.4pp | 82.8%+4.1pp |
| Annual return | 17.65% | 27.06%-9.4pp | 4.60%+13.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $2,550 | $3,116-18.1% | $2,456+3.9% | $4,876-47.7% |
| Participant deferral / active EE | $3,910 | $4,195-6.8% | $3,547+10.2% | $5,439-28.1% |
| Admin fee / account holder | $3,299 | $8,948-63.1% | $5,417-39.1% | $10,885-69.7% |