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 | $67,490 | $159,901-57.8% | $146,958-54.1% | $145,922-53.7% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 10.80% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,320 | $5,286-56.1% | $4,933-53.0% | $4,660-50.2% |
| Participant deferral / active EE | $5,481 | $8,428-35.0% | $8,070-32.1% | $6,688-18.0% |
| Admin fee / account holder | $46,465 | $15,044+208.9% | $12,998+257.5% | $13,397+246.8% |