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 | $65,601 | $217,402-69.8% | $185,823-64.7% | $167,490-60.8% |
| Participation rate | 90.5% | 86.0%+4.4pp | 81.7%+8.8pp | 82.1%+8.4pp |
| Annual return | 16.08% | 148.36%-132.3pp | 122.05%-106.0pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,686 | $5,873-71.3% | $5,167-67.4% | $4,837-65.1% |
| Participant deferral / active EE | $4,431 | $6,356-30.3% | $5,568-20.4% | $6,341-30.1% |
| Admin fee / account holder | $1,191 | $19,811-94.0% | $16,237-92.7% | $12,309-90.3% |