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 | $68,075 | $217,402-68.7% | $185,823-63.4% | $167,490-59.4% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 11.03% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $6,260 | $5,873+6.6% | $5,167+21.2% | $4,837+29.4% |
| Participant deferral / active EE | $4,492 | $6,356-29.3% | $5,568-19.3% | $6,341-29.2% |
| Admin fee / account holder | $7,082 | $19,811-64.3% | $16,237-56.4% | $12,309-42.5% |