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 | $61,521 | $227,553-73.0% | $189,557-67.5% | $167,490-63.3% |
| Participation rate | 78.3% | 82.5%-4.2pp | 78.4%-0.2pp | 82.1%-3.8pp |
| Annual return | 22.03% | 78.40%-56.4pp | 64.17%-42.1pp | 478.56%-456.5pp |
| Employer contribution / active EE | $2,533 | $5,316-52.4% | $4,412-42.6% | $4,837-47.6% |
| Participant deferral / active EE | $5,024 | $7,002-28.2% | $6,174-18.6% | $6,341-20.8% |
| Admin fee / account holder | $2,575 | $11,878-78.3% | $9,807-73.7% | $12,309-79.1% |