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 | $65,213 | $198,466-67.1% | $170,442-61.7% | $147,584-55.8% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 16.12% | 257.29%-241.2pp | 205.93%-189.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,512 | $6,184-75.5% | $5,433-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $2,126 | $5,629-62.2% | $4,939-57.0% | $5,439-60.9% |
| Admin fee / account holder | $383 | $16,852-97.7% | $13,880-97.2% | $10,885-96.5% |