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 | $62,736 | $202,432-69.0% | $169,368-63.0% | $139,434-55.0% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.85% | 531.74%-518.9pp | 405.60%-392.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,407 | $4,692-70.0% | $4,013-64.9% | $4,751-70.4% |
| Participant deferral / active EE | $3,351 | $6,938-51.7% | $6,221-46.1% | $6,710-50.1% |
| Admin fee / account holder | $7,163 | $10,708-33.1% | $9,003-20.4% | $11,403-37.2% |