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 | $63,213 | $175,202-63.9% | $149,673-57.8% | $139,434-54.7% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 20.33% | 166.71%-146.4pp | 134.42%-114.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,773 | $5,474-31.1% | $4,818-21.7% | $4,751-20.6% |
| Participant deferral / active EE | $13,645 | $6,519+109.3% | $5,680+140.2% | $6,710+103.3% |
| Admin fee / account holder | $443 | $16,150-97.3% | $13,210-96.7% | $11,403-96.1% |