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 | $60,284 | $165,335-63.5% | $149,696-59.7% | $158,922-62.1% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | 21.43% | 348.15%-326.7pp | 276.60%-255.2pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,039 | $5,103-60.0% | $4,644-56.1% | $4,761-57.2% |
| Participant deferral / active EE | $4,232 | $7,181-41.1% | $6,842-38.1% | $5,982-29.3% |
| Admin fee / account holder | $1,057 | $10,807-90.2% | $9,309-88.6% | $11,246-90.6% |