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 | $66,153 | $214,378-69.1% | $200,582-67.0% | $142,382-53.5% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 20.44% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,271 | $6,841-66.8% | $6,419-64.6% | $4,299-47.2% |
| Participant deferral / active EE | $4,425 | $9,865-55.1% | $9,331-52.6% | $6,507-32.0% |
| Admin fee / account holder | $4,850 | $17,692-72.6% | $16,305-70.3% | $12,624-61.6% |