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 | $76,797 | $198,466-61.3% | $170,442-54.9% | $147,584-48.0% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 21.40% | 257.29%-235.9pp | 205.93%-184.5pp | 578.55%-557.2pp |
| Employer contribution / active EE | $2,760 | $6,184-55.4% | $5,433-49.2% | $4,876-43.4% |
| Participant deferral / active EE | $6,259 | $5,629+11.2% | $4,939+26.7% | $5,439+15.1% |
| Admin fee / account holder | $5,608 | $16,852-66.7% | $13,880-59.6% | $10,885-48.5% |