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 | $67,370 | $198,466-66.1% | $170,442-60.5% | $147,584-54.4% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 17.88% | 257.29%-239.4pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,244 | $6,184-63.7% | $5,433-58.7% | $4,876-54.0% |
| Participant deferral / active EE | $6,583 | $5,629+16.9% | $4,939+33.3% | $5,439+21.0% |
| Admin fee / account holder | $880 | $16,852-94.8% | $13,880-93.7% | $10,885-91.9% |