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 | $73,225 | $165,984-55.9% | $164,813-55.6% | $145,922-49.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 15.33% | 100.03%-84.7pp | 69.93%-54.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $1,601 | $5,273-69.6% | $4,341-63.1% | $4,660-65.6% |
| Participant deferral / active EE | $5,304 | $6,959-23.8% | $6,031-12.1% | $6,688-20.7% |
| Admin fee / account holder | $2,353 | $16,648-85.9% | $12,690-81.5% | $13,397-82.4% |