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 | $68,908 | $185,822-62.9% | $169,993-59.5% | $139,434-50.6% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 20.45% | 60.50%-40.1pp | 53.37%-32.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,979 | $7,590-47.6% | $6,785-41.4% | $4,751-16.3% |
| Participant deferral / active EE | $7,222 | $11,622-37.9% | $10,408-30.6% | $6,710+7.6% |
| Admin fee / account holder | $34,508 | $15,381+124.4% | $12,815+169.3% | $11,403+202.6% |