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 | $77,763 | $158,398-50.9% | $126,539-38.5% | $142,382-45.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 15.30% | 593.76%-578.5pp | 425.95%-410.6pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,754 | $4,650-62.3% | $3,674-52.3% | $4,299-59.2% |
| Participant deferral / active EE | $6,399 | $4,767+34.2% | $4,083+56.7% | $6,507-1.7% |
| Admin fee / account holder | $8,907 | $6,918+28.7% | $6,065+46.9% | $12,624-29.4% |