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 | $72,662 | $209,411-65.3% | $178,490-59.3% | $158,922-54.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 7.38% | 188.75%-181.4pp | 151.07%-143.7pp | 302.83%-295.4pp |
| Employer contribution / active EE | $6,190 | $5,706+8.5% | $5,011+23.5% | $4,761+30.0% |
| Participant deferral / active EE | $4,544 | $5,954-23.7% | $5,202-12.7% | $5,982-24.0% |
| Admin fee / account holder | $308 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |