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 | $77,670 | $202,432-61.6% | $169,368-54.1% | $139,434-44.3% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 17.24% | 531.74%-514.5pp | 405.60%-388.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,445 | $4,692-47.9% | $4,013-39.1% | $4,751-48.5% |
| Participant deferral / active EE | $4,703 | $6,938-32.2% | $6,221-24.4% | $6,710-29.9% |
| Admin fee / account holder | $2,961 | $10,708-72.4% | $9,003-67.1% | $11,403-74.0% |