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 | $54,018 | $175,202-69.2% | $149,673-63.9% | $139,434-61.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.42% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,028 | $5,474-63.0% | $4,818-57.9% | $4,751-57.3% |
| Participant deferral / active EE | $6,841 | $6,519+4.9% | $5,680+20.4% | $6,710+1.9% |
| Admin fee / account holder | $385 | $16,150-97.6% | $13,210-97.1% | $11,403-96.6% |