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 | $67,280 | $159,602-57.8% | $150,045-55.2% | $142,382-52.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 18.27% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,265 | $4,961-14.0% | $4,693-9.1% | $4,299-0.8% |
| Participant deferral / active EE | $9,850 | $8,310+18.5% | $7,997+23.2% | $6,507+51.4% |
| Admin fee / account holder | $2,550 | $14,846-82.8% | $13,435-81.0% | $12,624-79.8% |