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 | $79,339 | $217,402-63.5% | $185,823-57.3% | $167,490-52.6% |
| Participation rate | 70.6% | 86.0%-15.5pp | 81.7%-11.1pp | 82.1%-11.5pp |
| Annual return | 16.67% | 148.36%-131.7pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,282 | $5,873-61.2% | $5,167-55.8% | $4,837-52.8% |
| Participant deferral / active EE | $6,299 | $6,356-0.9% | $5,568+13.1% | $6,341-0.7% |
| Admin fee / account holder | $348 | $19,811-98.2% | $16,237-97.9% | $12,309-97.2% |