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 | $79,969 | $114,381-30.1% | $107,525-25.6% | $142,382-43.8% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 18.69% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,277 | $4,015-18.4% | $3,754-12.7% | $4,299-23.8% |
| Participant deferral / active EE | $4,760 | $5,564-14.5% | $5,116-7.0% | $6,507-26.9% |
| Admin fee / account holder | $9,757 | $9,860-1.0% | $8,919+9.4% | $12,624-22.7% |