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 | $79,097 | $98,240-19.5% | $82,313-3.9% | $147,584-46.4% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 13.85% | 30.85%-17.0pp | 25.88%-12.0pp | 578.55%-564.7pp |
| Employer contribution / active EE | $927 | $3,192-71.0% | $2,428-61.8% | $4,876-81.0% |
| Participant deferral / active EE | $3,744 | $4,383-14.6% | $3,706+1.0% | $5,439-31.2% |
| Admin fee / account holder | $11,072 | $8,563+29.3% | $5,608+97.4% | $10,885+1.7% |