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 | $66,746 | $114,381-41.6% | $107,525-37.9% | $142,382-53.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 16.83% | 242.71%-225.9pp | 181.32%-164.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,486 | $4,015-13.2% | $3,754-7.1% | $4,299-18.9% |
| Participant deferral / active EE | $8,785 | $5,564+57.9% | $5,116+71.7% | $6,507+35.0% |
| Admin fee / account holder | $1,338 | $9,860-86.4% | $8,919-85.0% | $12,624-89.4% |