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 | $66,361 | $165,335-59.9% | $149,696-55.7% | $158,922-58.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 44.19% | 348.15%-304.0pp | 276.60%-232.4pp | 302.83%-258.6pp |
| Employer contribution / active EE | $3,152 | $5,103-38.2% | $4,644-32.1% | $4,761-33.8% |
| Participant deferral / active EE | $7,069 | $7,181-1.6% | $6,842+3.3% | $5,982+18.2% |
| Admin fee / account holder | $3,967 | $10,807-63.3% | $9,309-57.4% | $11,246-64.7% |