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 | $78,975 | $159,901-50.6% | $146,958-46.3% | $145,922-45.9% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 13.95% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,083 | $5,286-79.5% | $4,933-78.0% | $4,660-76.8% |
| Participant deferral / active EE | $4,672 | $8,428-44.6% | $8,070-42.1% | $6,688-30.1% |
| Admin fee / account holder | $1,545 | $15,044-89.7% | $12,998-88.1% | $13,397-88.5% |