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 | $66,718 | $126,574-47.3% | $106,213-37.2% | $145,922-54.3% |
| Participation rate | 73.3% | 77.6%-4.3pp | 75.3%-1.9pp | 80.3%-6.9pp |
| Annual return | 8.25% | 224.79%-216.5pp | 116.14%-107.9pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,820 | $3,730-51.2% | $3,171-42.6% | $4,660-60.9% |
| Participant deferral / active EE | $5,597 | $5,724-2.2% | $5,016+11.6% | $6,688-16.3% |
| Admin fee / account holder | $1,537 | $17,304-91.1% | $11,033-86.1% | $13,397-88.5% |