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 | $65,779 | $198,466-66.9% | $170,442-61.4% | $147,584-55.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 18.28% | 257.29%-239.0pp | 205.93%-187.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $3,143 | $6,184-49.2% | $5,433-42.2% | $4,876-35.6% |
| Participant deferral / active EE | $3,630 | $5,629-35.5% | $4,939-26.5% | $5,439-33.3% |
| Admin fee / account holder | $544 | $16,852-96.8% | $13,880-96.1% | $10,885-95.0% |