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 | $64,698 | $176,056-63.3% | $159,436-59.4% | $167,490-61.4% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 20.73% | 331.75%-311.0pp | 263.57%-242.8pp | 478.56%-457.8pp |
| Employer contribution / active EE | $1,974 | $5,297-62.7% | $4,829-59.1% | $4,837-59.2% |
| Participant deferral / active EE | $5,193 | $7,750-33.0% | $7,352-29.4% | $6,341-18.1% |
| Admin fee / account holder | $1,635 | $12,554-87.0% | $10,799-84.9% | $12,309-86.7% |