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 | $77,058 | $217,402-64.6% | $185,823-58.5% | $167,490-54.0% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.88% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $1,216 | $5,873-79.3% | $5,167-76.5% | $4,837-74.9% |
| Participant deferral / active EE | $5,437 | $6,356-14.5% | $5,568-2.3% | $6,341-14.3% |
| Admin fee / account holder | $543 | $19,811-97.3% | $16,237-96.7% | $12,309-95.6% |