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 | $63,987 | $226,064-71.7% | $182,532-64.9% | $152,861-58.1% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.4%-9.7pp |
| Annual return | 19.63% | 192.51%-172.9pp | 148.54%-128.9pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,858 | $4,978-62.7% | $4,076-54.4% | $4,762-61.0% |
| Participant deferral / active EE | $3,313 | $6,368-48.0% | $5,524-40.0% | $5,850-43.4% |
| Admin fee / account holder | $1,271 | $10,703-88.1% | $8,592-85.2% | $11,596-89.0% |