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 | $73,552 | $198,466-62.9% | $170,442-56.8% | $147,584-50.2% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 16.47% | 257.29%-240.8pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $1,961 | $6,184-68.3% | $5,433-63.9% | $4,876-59.8% |
| Participant deferral / active EE | $7,240 | $5,629+28.6% | $4,939+46.6% | $5,439+33.1% |
| Admin fee / account holder | $376 | $16,852-97.8% | $13,880-97.3% | $10,885-96.5% |