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 | $68,356 | $228,332-70.1% | $185,823-63.2% | $158,922-57.0% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 10.35% | 40.80%-30.5pp | 35.95%-25.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $4,505 | $4,967-9.3% | $4,087+10.2% | $4,761-5.4% |
| Participant deferral / active EE | $5,510 | $6,415-14.1% | $5,632-2.2% | $5,982-7.9% |
| Admin fee / account holder | $1,968 | $11,864-83.4% | $9,500-79.3% | $11,246-82.5% |