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 | $67,510 | $114,381-41.0% | $107,525-37.2% | $142,382-52.6% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 15.67% | 242.71%-227.0pp | 181.32%-165.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,658 | $4,015-33.8% | $3,754-29.2% | $4,299-38.2% |
| Participant deferral / active EE | $8,183 | $5,564+47.1% | $5,116+60.0% | $6,507+25.8% |
| Admin fee / account holder | $1,149 | $9,860-88.3% | $8,919-87.1% | $12,624-90.9% |