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 | $64,358 | $159,602-59.7% | $150,045-57.1% | $142,382-54.8% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.3%-5.4pp | 80.1%-3.2pp |
| Annual return | 13.77% | 70.24%-56.5pp | 62.55%-48.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,580 | $4,961-48.0% | $4,693-45.0% | $4,299-40.0% |
| Participant deferral / active EE | $4,383 | $8,310-47.3% | $7,997-45.2% | $6,507-32.6% |
| Admin fee / account holder | $3,826 | $14,846-74.2% | $13,435-71.5% | $12,624-69.7% |