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 | $75,014 | $114,381-34.4% | $107,525-30.2% | $142,382-47.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 16.35% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,145 | $4,015-46.6% | $3,754-42.8% | $4,299-50.1% |
| Participant deferral / active EE | $7,202 | $5,564+29.4% | $5,116+40.8% | $6,507+10.7% |
| Admin fee / account holder | $683 | $9,860-93.1% | $8,919-92.3% | $12,624-94.6% |