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 | $66,571 | $210,648-68.4% | $177,989-62.6% | $145,922-54.4% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.1pp |
| Annual return | 8.85% | 385.86%-377.0pp | 294.48%-285.6pp | 561.29%-552.4pp |
| Employer contribution / active EE | $1,375 | $4,565-69.9% | $3,949-65.2% | $4,660-70.5% |
| Participant deferral / active EE | $3,817 | $6,958-45.1% | $6,276-39.2% | $6,688-42.9% |
| Admin fee / account holder | $7,429 | $12,013-38.2% | $10,363-28.3% | $13,397-44.5% |