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 | $62,563 | $226,064-72.3% | $182,532-65.7% | $152,861-59.1% |
| Participation rate | 73.3% | 82.5%-9.1pp | 78.0%-4.6pp | 82.4%-9.1pp |
| Annual return | 13.84% | 192.51%-178.7pp | 148.54%-134.7pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,424 | $4,978-71.4% | $4,076-65.1% | $4,762-70.1% |
| Participant deferral / active EE | $3,513 | $6,368-44.8% | $5,524-36.4% | $5,850-39.9% |
| Admin fee / account holder | $9,867 | $10,703-7.8% | $8,592+14.8% | $11,596-14.9% |