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 | $64,768 | $209,411-69.1% | $178,490-63.7% | $158,922-59.2% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 16.49% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,787 | $5,706-33.6% | $5,011-24.4% | $4,761-20.5% |
| Participant deferral / active EE | $8,165 | $5,954+37.1% | $5,202+57.0% | $5,982+36.5% |
| Admin fee / account holder | $515 | $17,074-97.0% | $13,984-96.3% | $11,246-95.4% |