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 | $77,487 | $202,432-61.7% | $169,368-54.2% | $139,434-44.4% |
| Participation rate | 70.0% | 81.1%-11.1pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 24.87% | 531.74%-506.9pp | 405.60%-380.7pp | 372.94%-348.1pp |
| Employer contribution / active EE | $9,931 | $4,692+111.6% | $4,013+147.5% | $4,751+109.0% |
| Participant deferral / active EE | $4,249 | $6,938-38.8% | $6,221-31.7% | $6,710-36.7% |
| Admin fee / account holder | $483 | $10,708-95.5% | $9,003-94.6% | $11,403-95.8% |