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 | $62,350 | $148,534-58.0% | $135,903-54.1% | $139,434-55.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.19% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $2,096 | $5,243-60.0% | $4,856-56.8% | $4,751-55.9% |
| Participant deferral / active EE | $4,064 | $8,100-49.8% | $7,758-47.6% | $6,710-39.4% |
| Admin fee / account holder | $8,421 | $12,400-32.1% | $10,762-21.8% | $11,403-26.1% |