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 | $71,812 | $93,571-23.3% | $135,903-47.2% | $75,163-4.5% |
| Participation rate | 74.1% | 75.2%-1.1pp | 81.9%-7.8pp | 67.2%+6.9pp |
| Annual return | 17.15% | 30.90%-13.8pp | 68.23%-51.1pp | 160.62%-143.5pp |
| Employer contribution / active EE | $2,470 | $3,537-30.2% | $4,856-49.1% | $2,670-7.5% |
| Participant deferral / active EE | $5,874 | $6,404-8.3% | $7,758-24.3% | $4,125+42.4% |
| Admin fee / account holder | $3,682 | $6,975-47.2% | $10,762-65.8% | $5,651-34.8% |