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 | $74,442 | $118,680-37.3% | $98,907-24.7% | $158,922-53.2% |
| Participation rate | 73.7% | 77.8%-4.1pp | 76.0%-2.3pp | 82.0%-8.3pp |
| Annual return | 8.99% | 372.35%-363.4pp | 196.43%-187.4pp | 302.83%-293.8pp |
| Employer contribution / active EE | $741 | $3,333-77.8% | $2,689-72.4% | $4,761-84.4% |
| Participant deferral / active EE | $1,931 | $5,088-62.1% | $4,244-54.5% | $5,982-67.7% |
| Admin fee / account holder | $1,478 | $10,131-85.4% | $6,642-77.7% | $11,246-86.9% |