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 | $67,878 | $110,257-38.4% | $96,544-29.7% | $139,434-51.3% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 17.55% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $3,244 | $3,620-10.4% | $2,965+9.4% | $4,751-31.7% |
| Participant deferral / active EE | $6,641 | $5,548+19.7% | $4,851+36.9% | $6,710-1.0% |
| Admin fee / account holder | $3,765 | $11,591-67.5% | $8,252-54.4% | $11,403-67.0% |