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 | $75,824 | $202,432-62.5% | $169,368-55.2% | $139,434-45.6% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 10.29% | 531.74%-521.4pp | 405.60%-395.3pp | 372.94%-362.6pp |
| Employer contribution / active EE | $1,725 | $4,692-63.2% | $4,013-57.0% | $4,751-63.7% |
| Participant deferral / active EE | $5,682 | $6,938-18.1% | $6,221-8.7% | $6,710-15.3% |
| Admin fee / account holder | $7,244 | $10,708-32.3% | $9,003-19.5% | $11,403-36.5% |