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 9-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 | $75,404 | $159,602-52.8% | $150,045-49.7% | $142,382-47.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.60% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,670 | $4,961-26.0% | $4,693-21.8% | $4,299-14.6% |
| Participant deferral / active EE | $9,290 | $8,310+11.8% | $7,997+16.2% | $6,507+42.8% |
| Admin fee / account holder | $4,210 | $14,846-71.6% | $13,435-68.7% | $12,624-66.7% |