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 | $74,717 | $114,381-34.7% | $107,525-30.5% | $142,382-47.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 16.15% | 242.71%-226.6pp | 181.32%-165.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,756 | $4,015-56.3% | $3,754-53.2% | $4,299-59.1% |
| Participant deferral / active EE | $5,710 | $5,564+2.6% | $5,116+11.6% | $6,507-12.2% |
| Admin fee / account holder | $10,124 | $9,860+2.7% | $8,919+13.5% | $12,624-19.8% |