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 | $75,558 | $177,572-57.4% | $154,803-51.2% | $142,382-46.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $2,230 | $4,810-53.6% | $4,305-48.2% | $4,299-48.1% |
| Participant deferral / active EE | $5,299 | $6,272-15.5% | $5,540-4.4% | $6,507-18.6% |
| Admin fee / account holder | $30,627 | $16,786+82.5% | $14,329+113.7% | $12,624+142.6% |