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 | $67,713 | $157,256-56.9% | $141,162-52.0% | $152,861-55.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 20.31% | 64.32%-44.0pp | 71.39%-51.1pp | 345.32%-325.0pp |
| Employer contribution / active EE | $2,013 | $5,261-61.7% | $4,735-57.5% | $4,762-57.7% |
| Participant deferral / active EE | $4,090 | $7,109-42.5% | $6,709-39.0% | $5,850-30.1% |
| Admin fee / account holder | $66,588 | $12,120+449.4% | $10,261+548.9% | $11,596+474.2% |