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 | $67,327 | $183,519-63.3% | $155,509-56.7% | $145,922-53.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 20.77% | 61.17%-40.4pp | 64.67%-43.9pp | 561.29%-540.5pp |
| Employer contribution / active EE | $3,429 | $5,313-35.4% | $4,672-26.6% | $4,660-26.4% |
| Participant deferral / active EE | $9,017 | $6,462+39.5% | $5,626+60.3% | $6,688+34.8% |
| Admin fee / account holder | $423 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |