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 | $65,485 | $165,335-60.4% | $149,696-56.3% | $158,922-58.8% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 16.41% | 348.15%-331.7pp | 276.60%-260.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $7,429 | $5,103+45.6% | $4,644+60.0% | $4,761+56.0% |
| Participant deferral / active EE | $11,392 | $7,181+58.6% | $6,842+66.5% | $5,982+90.4% |
| Admin fee / account holder | $10,361 | $10,807-4.1% | $9,309+11.3% | $11,246-7.9% |