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 | $77,143 | $114,381-32.6% | $107,525-28.3% | $142,382-45.8% |
| Participation rate | 77.3% | 78.1%-0.9pp | 75.1%+2.2pp | 80.1%-2.8pp |
| Annual return | 14.69% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,262 | $4,015-68.6% | $3,754-66.4% | $4,299-70.6% |
| Participant deferral / active EE | $1,516 | $5,564-72.7% | $5,116-70.4% | $6,507-76.7% |
| Admin fee / account holder | $28,448 | $9,860+188.5% | $8,919+219.0% | $12,624+125.4% |