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 | $75,889 | $210,648-64.0% | $177,989-57.4% | $145,922-48.0% |
| Participation rate | 73.7% | 80.8%-7.1pp | 77.1%-3.4pp | 80.3%-6.6pp |
| Annual return | 13.64% | 385.86%-372.2pp | 294.48%-280.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,654 | $4,565-63.8% | $3,949-58.1% | $4,660-64.5% |
| Participant deferral / active EE | $2,585 | $6,958-62.8% | $6,276-58.8% | $6,688-61.3% |
| Admin fee / account holder | $1,257 | $12,013-89.5% | $10,363-87.9% | $13,397-90.6% |