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 | $66,593 | $175,202-62.0% | $149,673-55.5% | $139,434-52.2% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.8pp | 80.3%-3.4pp |
| Annual return | 31.39% | 166.71%-135.3pp | 134.42%-103.0pp | 372.94%-341.5pp |
| Employer contribution / active EE | $2,743 | $5,474-49.9% | $4,818-43.1% | $4,751-42.3% |
| Participant deferral / active EE | $9,290 | $6,519+42.5% | $5,680+63.6% | $6,710+38.4% |
| Admin fee / account holder | $151,955 | $16,150+840.9% | $13,210+1050.3% | $11,403+1232.6% |