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 | $64,862 | $165,335-60.8% | $149,696-56.7% | $158,922-59.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.26% | 348.15%-337.9pp | 276.60%-266.3pp | 302.83%-292.6pp |
| Employer contribution / active EE | $8,961 | $5,103+75.6% | $4,644+92.9% | $4,761+88.2% |
| Participant deferral / active EE | $8,834 | $7,181+23.0% | $6,842+29.1% | $5,982+47.7% |
| Admin fee / account holder | $18,211 | $10,807+68.5% | $9,309+95.6% | $11,246+61.9% |