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 | $74,942 | $175,202-57.2% | $149,673-49.9% | $139,434-46.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 11.40% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $2,544 | $5,474-53.5% | $4,818-47.2% | $4,751-46.5% |
| Participant deferral / active EE | $4,434 | $6,519-32.0% | $5,680-21.9% | $6,710-33.9% |
| Admin fee / account holder | $1,297 | $16,150-92.0% | $13,210-90.2% | $11,403-88.6% |