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 | $60,710 | $165,335-63.3% | $149,696-59.4% | $158,922-61.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.53% | 348.15%-331.6pp | 276.60%-260.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,870 | $5,103-43.8% | $4,644-38.2% | $4,761-39.7% |
| Participant deferral / active EE | $6,756 | $7,181-5.9% | $6,842-1.3% | $5,982+12.9% |
| Admin fee / account holder | $994 | $10,807-90.8% | $9,309-89.3% | $11,246-91.2% |