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 | $75,577 | $175,202-56.9% | $149,673-49.5% | $139,434-45.8% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 21.55% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,298 | $5,474-76.3% | $4,818-73.0% | $4,751-72.7% |
| Participant deferral / active EE | $3,250 | $6,519-50.1% | $5,680-42.8% | $6,710-51.6% |
| Admin fee / account holder | $580 | $16,150-96.4% | $13,210-95.6% | $11,403-94.9% |