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 | $70,829 | $148,534-52.3% | $135,903-47.9% | $139,434-49.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 20.78% | 79.19%-58.4pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $6,463 | $5,243+23.3% | $4,856+33.1% | $4,751+36.0% |
| Participant deferral / active EE | $4,821 | $8,100-40.5% | $7,758-37.9% | $6,710-28.2% |
| Admin fee / account holder | $5,671 | $12,400-54.3% | $10,762-47.3% | $11,403-50.3% |