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 | $74,651 | $217,402-65.7% | $185,823-59.8% | $167,490-55.4% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 17.85% | 148.36%-130.5pp | 122.05%-104.2pp | 478.56%-460.7pp |
| Employer contribution / active EE | $4,733 | $5,873-19.4% | $5,167-8.4% | $4,837-2.2% |
| Participant deferral / active EE | $5,937 | $6,356-6.6% | $5,568+6.6% | $6,341-6.4% |
| Admin fee / account holder | $31,332 | $19,811+58.2% | $16,237+93.0% | $12,309+154.5% |