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 | $66,741 | $176,056-62.1% | $159,436-58.1% | $167,490-60.2% |
| Participation rate | 95.7% | 84.9%+10.7pp | 82.8%+12.8pp | 82.1%+13.5pp |
| Annual return | 16.66% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,265 | $5,297-38.4% | $4,829-32.4% | $4,837-32.5% |
| Participant deferral / active EE | $12,748 | $7,750+64.5% | $7,352+73.4% | $6,341+101.0% |
| Admin fee / account holder | $6,212 | $12,554-50.5% | $10,799-42.5% | $12,309-49.5% |