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 | $63,395 | $214,378-70.4% | $200,582-68.4% | $142,382-55.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 11.99% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,781 | $6,841-44.7% | $6,419-41.1% | $4,299-12.0% |
| Participant deferral / active EE | $6,360 | $9,865-35.5% | $9,331-31.8% | $6,507-2.3% |
| Admin fee / account holder | $39,894 | $17,692+125.5% | $16,305+144.7% | $12,624+216.0% |