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 | $65,373 | $177,572-63.2% | $154,803-57.8% | $142,382-54.1% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 11.66% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,031 | $4,810-16.2% | $4,305-6.4% | $4,299-6.2% |
| Participant deferral / active EE | $5,420 | $6,272-13.6% | $5,540-2.2% | $6,507-16.7% |
| Admin fee / account holder | $11,562 | $16,786-31.1% | $14,329-19.3% | $12,624-8.4% |