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 | $74,977 | $183,519-59.1% | $155,509-51.8% | $145,922-48.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.43% | 61.17%-46.7pp | 64.67%-50.2pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,950 | $5,313-44.5% | $4,672-36.9% | $4,660-36.7% |
| Participant deferral / active EE | $4,810 | $6,462-25.6% | $5,626-14.5% | $6,688-28.1% |
| Admin fee / account holder | $8,809 | $19,313-54.4% | $15,912-44.6% | $13,397-34.2% |