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 | $63,866 | $176,056-63.7% | $159,436-59.9% | $167,490-61.9% |
| Participation rate | 72.7% | 84.9%-12.2pp | 82.8%-10.1pp | 82.1%-9.4pp |
| Annual return | 15.89% | 331.75%-315.9pp | 263.57%-247.7pp | 478.56%-462.7pp |
| Employer contribution / active EE | $2,341 | $5,297-55.8% | $4,829-51.5% | $4,837-51.6% |
| Participant deferral / active EE | $5,971 | $7,750-23.0% | $7,352-18.8% | $6,341-5.8% |
| Admin fee / account holder | $1,839 | $12,554-85.4% | $10,799-83.0% | $12,309-85.1% |