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 | $72,580 | $209,411-65.3% | $178,490-59.3% | $158,922-54.3% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 15.67% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,503 | $5,706-38.6% | $5,011-30.1% | $4,761-26.4% |
| Participant deferral / active EE | $10,751 | $5,954+80.6% | $5,202+106.7% | $5,982+79.7% |
| Admin fee / account holder | $409 | $17,074-97.6% | $13,984-97.1% | $11,246-96.4% |