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 | $59,879 | $148,534-59.7% | $135,903-55.9% | $139,434-57.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.30% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $3,390 | $5,243-35.3% | $4,856-30.2% | $4,751-28.6% |
| Participant deferral / active EE | $16,223 | $8,100+100.3% | $7,758+109.1% | $6,710+141.8% |
| Admin fee / account holder | $62,789 | $12,400+406.4% | $10,762+483.4% | $11,403+450.7% |