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 9-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 | $68,541 | $175,202-60.9% | $149,673-54.2% | $139,434-50.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 18.67% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $3,422 | $5,474-37.5% | $4,818-29.0% | $4,751-28.0% |
| Participant deferral / active EE | $9,295 | $6,519+42.6% | $5,680+63.6% | $6,710+38.5% |
| Admin fee / account holder | $1,505 | $16,150-90.7% | $13,210-88.6% | $11,403-86.8% |