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 | $60,598 | $226,064-73.2% | $182,532-66.8% | $152,861-60.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 21.52% | 192.51%-171.0pp | 148.54%-127.0pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,888 | $4,978-62.1% | $4,076-53.7% | $4,762-60.3% |
| Participant deferral / active EE | $6,191 | $6,368-2.8% | $5,524+12.1% | $5,850+5.8% |
| Admin fee / account holder | $762 | $10,703-92.9% | $8,592-91.1% | $11,596-93.4% |