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 | $64,346 | $175,202-63.3% | $149,673-57.0% | $139,434-53.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 46.54% | 166.71%-120.2pp | 134.42%-87.9pp | 372.94%-326.4pp |
| Employer contribution / active EE | $1,713 | $5,474-68.7% | $4,818-64.4% | $4,751-63.9% |
| Participant deferral / active EE | $4,327 | $6,519-33.6% | $5,680-23.8% | $6,710-35.5% |
| Admin fee / account holder | $7,777 | $16,150-51.8% | $13,210-41.1% | $11,403-31.8% |