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 | $67,255 | $210,648-68.1% | $177,989-62.2% | $145,922-53.9% |
| Participation rate | 73.3% | 80.8%-7.4pp | 77.1%-3.8pp | 80.3%-6.9pp |
| Annual return | 8.18% | 385.86%-377.7pp | 294.48%-286.3pp | 561.29%-553.1pp |
| Employer contribution / active EE | $922 | $4,565-79.8% | $3,949-76.7% | $4,660-80.2% |
| Participant deferral / active EE | $1,260 | $6,958-81.9% | $6,276-79.9% | $6,688-81.2% |
| Admin fee / account holder | $3,823 | $12,013-68.2% | $10,363-63.1% | $13,397-71.5% |