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 | $66,390 | $228,332-70.9% | $185,823-64.3% | $158,922-58.2% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 14.51% | 40.80%-26.3pp | 35.95%-21.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,501 | $4,967-49.6% | $4,087-38.8% | $4,761-47.5% |
| Participant deferral / active EE | $10,438 | $6,415+62.7% | $5,632+85.3% | $5,982+74.5% |
| Admin fee / account holder | $586 | $11,864-95.1% | $9,500-93.8% | $11,246-94.8% |