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 | $67,645 | $144,119-53.1% | $117,854-42.6% | $147,584-54.2% |
| Participation rate | 95.8% | 83.4%+12.4pp | 79.7%+16.2pp | 82.8%+13.0pp |
| Annual return | 23.14% | 531.15%-508.0pp | 335.08%-311.9pp | 578.55%-555.4pp |
| Employer contribution / active EE | $6,172 | $4,896+26.0% | $3,786+63.0% | $4,876+26.6% |
| Participant deferral / active EE | $3,492 | $5,316-34.3% | $4,482-22.1% | $5,439-35.8% |
| Admin fee / account holder | $3,968 | $10,886-63.6% | $8,020-50.5% | $10,885-63.5% |