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 | $59,594 | $209,411-71.5% | $178,490-66.6% | $158,922-62.5% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 21.10% | 188.75%-167.7pp | 151.07%-130.0pp | 302.83%-281.7pp |
| Employer contribution / active EE | $4,081 | $5,706-28.5% | $5,011-18.5% | $4,761-14.3% |
| Participant deferral / active EE | $3,856 | $5,954-35.2% | $5,202-25.9% | $5,982-35.5% |
| Admin fee / account holder | $6,203 | $17,074-63.7% | $13,984-55.6% | $11,246-44.8% |