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 | $70,359 | $198,466-64.5% | $170,442-58.7% | $147,584-52.3% |
| Participation rate | 78.9% | 88.0%-9.0pp | 83.6%-4.7pp | 82.8%-3.9pp |
| Annual return | 12.08% | 257.29%-245.2pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,830 | $6,184-70.4% | $5,433-66.3% | $4,876-62.5% |
| Participant deferral / active EE | $7,232 | $5,629+28.5% | $4,939+46.4% | $5,439+33.0% |
| Admin fee / account holder | $23,812 | $16,852+41.3% | $13,880+71.5% | $10,885+118.8% |