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 | $60,493 | $209,411-71.1% | $178,490-66.1% | $158,922-61.9% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 13.22% | 188.75%-175.5pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,476 | $5,706-74.1% | $5,011-70.5% | $4,761-69.0% |
| Participant deferral / active EE | $5,669 | $5,954-4.8% | $5,202+9.0% | $5,982-5.2% |
| Admin fee / account holder | $8,222 | $17,074-51.8% | $13,984-41.2% | $11,246-26.9% |