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 | $71,521 | $103,376-30.8% | $87,100-17.9% | $152,861-53.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 17.88% | 28.10%-10.2pp | 28.19%-10.3pp | 345.32%-327.4pp |
| Employer contribution / active EE | $2,225 | $3,220-30.9% | $2,521-11.7% | $4,762-53.3% |
| Participant deferral / active EE | $5,585 | $4,778+16.9% | $4,049+38.0% | $5,850-4.5% |
| Admin fee / account holder | $1,325 | $12,205-89.1% | $7,497-82.3% | $11,596-88.6% |