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 | $69,660 | $83,908-17.0% | $68,509+1.7% | $125,391-44.4% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | 6.40% | 14.48%-8.1pp | 8.27%-1.9pp | 282.22%-275.8pp |
| Employer contribution / active EE | $885 | $3,031-70.8% | $2,278-61.1% | $4,866-81.8% |
| Participant deferral / active EE | $1,296 | $4,125-68.6% | $3,382-61.7% | $5,352-75.8% |
| Admin fee / account holder | $8,621 | $8,982-4.0% | $5,275+63.4% | $9,540-9.6% |