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 | $72,133 | $111,754-35.5% | $103,333-30.2% | $145,922-50.6% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 12.54% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,076 | $4,212-27.0% | $3,868-20.5% | $4,660-34.0% |
| Participant deferral / active EE | $4,259 | $5,619-24.2% | $5,057-15.8% | $6,688-36.3% |
| Admin fee / account holder | $3,994 | $9,750-59.0% | $8,355-52.2% | $13,397-70.2% |