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 | $66,208 | $165,335-60.0% | $149,696-55.8% | $158,922-58.3% |
| Participation rate | 85.7% | 84.6%+1.1pp | 82.5%+3.2pp | 82.0%+3.8pp |
| Annual return | 11.29% | 348.15%-336.9pp | 276.60%-265.3pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,483 | $5,103-70.9% | $4,644-68.1% | $4,761-68.9% |
| Participant deferral / active EE | $9,874 | $7,181+37.5% | $6,842+44.3% | $5,982+65.1% |
| Admin fee / account holder | $12,077 | $10,807+11.8% | $9,309+29.7% | $11,246+7.4% |