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 | $67,704 | $165,335-59.1% | $149,696-54.8% | $158,922-57.4% |
| Participation rate | 79.2% | 84.6%-5.4pp | 82.5%-3.3pp | 82.0%-2.8pp |
| Annual return | 9.82% | 348.15%-338.3pp | 276.60%-266.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,955 | $5,103-61.7% | $4,644-57.9% | $4,761-58.9% |
| Participant deferral / active EE | $3,327 | $7,181-53.7% | $6,842-51.4% | $5,982-44.4% |
| Admin fee / account holder | $3,891 | $10,807-64.0% | $9,309-58.2% | $11,246-65.4% |