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 | $68,533 | $157,256-56.4% | $141,162-51.5% | $152,861-55.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 15.43% | 64.32%-48.9pp | 71.39%-56.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $2,731 | $5,261-48.1% | $4,735-42.3% | $4,762-42.6% |
| Participant deferral / active EE | $9,463 | $7,109+33.1% | $6,709+41.0% | $5,850+61.8% |
| Admin fee / account holder | $62,180 | $12,120+413.0% | $10,261+506.0% | $11,596+436.2% |